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Iran – Truce delayed, oil elevated Another week, another round of headline-driven volatility, with negotiations once again delayed. Earlier last...
27 April 2026
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V-Shaped recovery as ceasefire hopes unlock risk appetite After a sharp sell-off triggered in late February by the US-Israel strikes...
22 April 2026
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Markets – War is over Hopes for a long-lasting understanding within the Middle-East conflict are now pervasive, pushing risk markets...
20 April 2026
Keep readingChina is advancing at exceptional speed in AI, robotics, biotech, green transition, electric vehicles, and other key innovation sectors. Its...
16 April 2026
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Iran – From missiles to meetings, a 10-point truce Last week, President Trump announced a two-week truce with Iran, effectively...
13 April 2026
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Iran – Between exit and escalation The war in Iran has now entered its second month, with uncertainty continuing to...
7 April 2026
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Iran – The gulf chess board Last Monday, President Trump announced that negotiations with Iran were underway, following earlier threats...
30 March 2026
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Middle East tensions trigger global market sell-off After a relatively strong start to the year, during which Asian markets and Europe outperformed a broadly flat US market,...
25 March 2026
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Iran – Strikes on energy infrastructure push oil higher Last week, tensions in the Middle East escalated further, with continuous...
23 March 2026
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Iran – All about Hormuz The second week of the conflict reinforced the view that the war may last longer...
16 March 2026
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The key variable for markets is the duration of the conflict between the US, Israel and Iran. A short conflict...
11 March 2026
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