The night is darkest before the dawn - it's make-or-break week for markets

The night is darkest before the dawn - it's m...

JULIUS BAERJULIUS BAER

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A week dominated by geopolitics and central banks

Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade highs. Markets are now pricing in further US policy tightening, with record Treasury futures volumes signalling strong expectations for ...  Show more

 . 12min 42sec
Hawkish Fed, calmer world? Markets reprice as geopolitics shift

European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delivered a surprisingly hawkish tone, pushing Treasury yields higher. Yet, sentiment later shifted again as news of a signed memorandum ...  Show more

 . 11min 37sec

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