Tensions in the Middle East are deescalating and energy prices ease. Easing stress in energy markets is excellent news for everyone who doesn’t want to see higher oil prices translating into accelerating inflation and tighter monetary policy. The combination of Middle East de-escalation and rising dovish Federal Reserve (Fed) expectations sent the S&P 500 more than 1% higher—almost near a record high—while the Nasdaq printed a fresh closing high.
The US dollar fell. But trade, debt and geopolitical risks loom and market mood feels overly optimistic when risks are taken in the consideration. Watch the full episode to find out more! 0:00 Intro 0:47 Fragile truce sends oil prices lower... 2:26 Low oil, dovish Fed sends US stocks to record BUT... 4:21 Downside risks prevail 7:12 US/Europe convergence trade wanes Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise....










