Markets are already pricing in peace—but is it far too early?
Despite rising geopolitical tensions and Iran’s rejection of the US proposal, equities continue to push higher, with the S&P500 showing surprising resilience. Investors appear eager to move past the conflict, but the reality on the ground tells a different story. Oil prices are climbing again, inflation risks are resurfacing, and central banks may be forced to stay tighter for longer.
At the same time, bond yields are rising, mortgage rates are creeping higher, and the US dollar is regaining strength. Markets are leaning into an optimistic scenario—but what if that optimism is misplaced?
Watch the full episode to find out more!
Intro1:07 No de-escalation
4:04 Economic pain is real
5:01 FX & Commodities update
8:22 Meta, Google can't care less of trials
9:35 Arm: expensive despite new revenue avenue










