Topic: Weekly FX Report

Ceasefire sparks market fireworks: a fragile two‑week US–Iran truce drove a sharp risk‑on surge, crushed oil before a snapback, whipsawed rates and FX, and left markets hyper‑alert to any breakdown.

Markets jitter as Trump extends Iran strike deadlines and talks stall. Strait disruptions drive fuel shortages, oil spikes and growth risks. PMIs cool, tech slides, the dollar firms and $200 oil fears loom.

Global markets reel as surging energy prices and Middle East tensions fuel inflation fears. Stocks sink, yields spike, supply chains snarl and metals tumble, while central banks hold rates and the dollar eases slightly.

Markets are swinging on mixed signals as conflict threatens energy flows. Oil surges, inflation risks rise, and FX shifts back to terms‑of‑trade with AUD leading despite volatility.

The Middle East conflict has sparked a global market shock, driving energy prices higher, freezing shipping routes, and lifting risk levels as investors brace for more volatility.

Markets wobbled as tariff uncertainty, geopolitical brinkmanship, AI‑driven tech angst and a muted reaction to Nvidia’s beat weighed on sentiment, while surging metals and a softer sterling added to a turbulent week.