The market has become desensitized to the ups and downs of the conflict in Iran, largely brushing off what was effectively a breakdown of the agreement reached last week—which led the U.S. to seize an Iranian vessel attempting to pass through the Strait of Hormuz—with the biggest impact, of course, felt in the oil market, where prices rose 6%...

The U.S. reached an agreement with Iran to suspend its nuclear program, triggering a new wave of risk-on sentiment, with European and Asian equities rising by more than 1% alongside a rally in bond yields, as European yields fell by up to 12 basis points and U.S. yields by 6 basis points. In the energy sector, WTI fell 11% to $84 and Brent fell 9% to $90; gold...

It was a calmer day in the market, but U.S. indices still closed higher, extending their winning streak to 12 days; the Nasdaq is up 3.7% year-to-date (YTD) and the S&P 500 is up 2.86%. Earlier, Asian indices gained 1–2%, while European indices closed mixed, down 0.5%. As for interest rates, European rates fell by 1-3 bps...

The S&P 500 and the Nasdaq 100 hit new record highs, rising 0.8% and 1.6% today, respectively, after it was confirmed that the truce between the U.S. and Iran had been extended; earlier, Asian equities had risen while European equities had fallen by 0.5% on average. In terms of rates, we saw global increases of 3-5 bps, marking the 8th...

Global risk assets remain unstoppable amid reports that negotiations between the U.S. and Iran to end the war are continuing. U.S. equities rose 1–2%, with the three major indices ending the year in positive territory, similar to the gains seen in European and Asian indices, with the Nikkei remaining the top performer...

Stock markets rise following the plunge in oil prices triggered by the ceasefire agreement between the U.S. and Iran. A wave of optimism swept through global financial markets after the United States and Iran reached a ceasefire agreement, boosting stock markets and triggering the biggest drop...

Stocks pare losses on hopes of a deadline extension Hopes for a diplomatic resolution to the war in the Middle East lifted stocks from their session lows before the deadline set by...

The week is off to a slow start globally due to holidays in Asia and, in particular, Europe, but the U.S. market closed on a positive note despite the continued tough rhetoric toward Iran and comments from Iranian officials that no agreement is in sight. Treasuries were flat...