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Waiting Game Continues for a Possible Peace Deal
The market is currently playing a patient waiting game, closely watching for any meaningful progress toward a US-Iran peace deal. This anticipation has helped keep risk assets buoyed, providing a counterbalance to geopolitical jitters while driving oil prices lower.
May 26, 2026
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Rising Yields Deliver a Reality Check
Rising global bond yields have moved from a peripheral issue to centre stage this week, delivering a glaring reflection of the inflation outlook. The sight of the US 10-year Treasury yield crossing and holding above 4.5% has particularly caught the market’s attention, and it has continued to climb.
May 20, 2026
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AI Optimism Meets Oil Reality - Why the Bull Case is Getting Harder
Faced with a US-Iran conflict stuck in the awkward limbo of a precarious ceasefire but no actual peace deal, oil prices marching higher as hopes for an imminent resolution fade, and now a hotter-than-expected US CPI print for April, traders are starting to clutch at straws for reasons to stay bullish.
May 13, 2026
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Tech Earnings Helping Insulate Markets from Middle East Uncertainty
Solid US corporate earnings are proving highly effective at insulating stocks and risk assets from the worst effects of the ongoing US-Iran war. While not every member of the Magnificent 7 has reported yet - with Nvidia still to come - the results delivered so far have been impressive.
May 6, 2026
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Central Bank Decisions, Q1 Earnings and Oil on the Radar for Investors
Central bank decisions from the FOMC, BOJ, ECB and BOE take centre stage this week, sharing the spotlight with the continuation of Q1 earnings season and ongoing fluctuations in oil prices.
April 29, 2026
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Trump's Ceasefire Extension Delivers Further Breathing Room for Markets
There was good news and bad news for risk assets this week. The good news arrived (after US markets closed on Tuesday) when President Trump announced an extension of the ceasefire with Iran.
April 22, 2026
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Oil Dips on Peace Hopes as Stocks and Gold Find Their Footing
Oil prices dropped around 8% in the past 24 hours, a surprisingly sharp move lower even as the United States and Iran each maintained their own version of a Strait of Hormuz blockade.
April 15, 2026
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KCM Trade, a leading global Contract for Difference (CFD) broker, has released its Q1 2026 Quarterly Market Review. Led by Chief Analyst Tim Waterer
KCM Trade Publishes Q1 2026 Quarterly Market Review Advancing Its Research Series with Timely Global Market Insights
April 9, 2026
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Oil Reverses Course After US-Iran Ceasefire
Financial markets staged a sharp reversal today after the United States and Iran announced a two-week ceasefire in their conflict.
April 8, 2026
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Reversal of Fortunes for Stocks and Precious Metals
The final day of March delivered a day of opposites for financial markets.
April 1, 2026
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Gold’s Safe Haven Status Remains ‘MIA’ Despite Iran War
Since the Iranian conflict broke out, high oil and low gold prices have been a feature of the financial market’s reaction.
March 25, 2026
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Triple Digit Oil Remains a Flashpoint for Markets
Triple digit oil continues to be a flashpoint for financial markets given how closely high energy prices tie into expectations for the direction of global interest rates.
March 18, 2026
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