Volatility is off the charts as markets react to every headline from the Middle East. Oil spiked toward $120 per barrel on escalating tensions, sending futures and equities sharply lower, only to reverse after reports that the G7 could release strategic reserves. The episode shows just how sensitive markets are to energy prices right now. Investors still know very little about how the Iran conflict will evolve, but oil remains the main barometer for risk sentiment. Rising crude quickly feeds into inflation expectations, shaking central bank rate forecasts, FX and global equities. But the swings are wild and will likely continue as long as geopolitical uncertainty persists.
Watch the full episode to find out more!
Intro0:58 High vol!
2:10 Oil talk
3:34 FX update
5:36 What's next?
7:48 Earnings talk: HPE beat, Oracle next!










