分析報告

Oil shrugs off ceasefire extension as Hormuz still shut

Oil shrugs off ceasefire extension as Hormuz still shut

Trump extends ceasefire indefinitely despite Iran cancelling talks. But with Hormuz Strait remaining shut, oil prices dip only modestly. Dollar steady after Warsh hearing, gold edges higher. Pound marginally firmer on slightly hot inflation data.
XM Group | 42天前
Ceasefire Extended, Focus Turns to UK Inflation

Ceasefire Extended, Focus Turns to UK Inflation

Today’s market focus will centre on the expiry of the two-week ceasefire agreement between the U.S. and Iran, with investors closely watching Iran’s response after Trump announced an indefinite extension. In the UK, attention turns to March CPI and PPI. Year-on-year CPI is expected to rise further to 3.3% from 3.0%, suggesting inflation pressures may continue to delay Bank of England rate cuts.
ATFX | 43天前
EBITDA Reimagined as Earnings Before Iran, Tariffs, and Donald Announcements

EBITDA Reimagined as Earnings Before Iran, Tariffs, and Donald Announcements

The market’s ironic redefinition of EBITDA — Earnings Before Iran, Tariffs, and Donald Announcements — reflects a shift towards headline-driven pricing. Geopolitics and policy signals are moving assets faster than fundamentals, creating sharper volatility. In this environment, timing and risk management matter as much as analysis.
Headway | 43天前
Markets await US-Iran talks and Warsh testimony

Markets await US-Iran talks and Warsh testimony

US-Iran direct talks in focus, as the two-week ceasefire is seen being extended; Markets are in anticipation mode as the probability of another failed meeting is rather high; Focus shifts to US retail sales and Warsh’s Senate testimony; The Q&A session could offer some clues on Warsh’s current monetary policy stance;
XM Group | 44天前
Pound Declines Amid Geopolitics and Political Risks

Pound Declines Amid Geopolitics and Political Risks

GBP/USD traded at 1.3515 on Tuesday as the US dollar strengthened. Pressure on the pound intensified at the start of the week following a sharp escalation of the US-Iran conflict, with markets fearing the breakdown of the truce and rotating into safe-haven assets.
RoboForex | 44天前