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🚀 MARKET SNAPSHOT – WHAT’S DRIVING TODAY’S MARKETS
📈 Stocks at Record Highs
Global equities are extending gains, with the S&P 500 closing above 7,000 for the first time ever.
Tech is leading the rally as strong earnings and easing geopolitical fears boost sentiment.
🤖 AI Boom Fuels Tech Rally
Taiwan Semiconductor Manufacturing Co. (TSMC) lifted its outlook, citing “extremely robust” AI demand.
This reinforces expectations that the AI-driven cycle is far from over.
🕊 US–Iran Ceasefire Hopes
Markets are pricing in a potential extension of the two-week truce between the US and Iran.
Investors are increasingly looking past geopolitical risks and focusing on fundamentals.
🛢 Oil Supply Shock Continues
Brent crude remains elevated near $96/barrel as the Strait of Hormuz stays largely blocked.
Global supply disruptions are keeping inflation risks alive.
🚢 Japan Scrambles for Oil
Unusual tanker activity highlights urgent efforts to secure crude supply.
Ship-to-ship transfers and rerouting signal how severe the disruption has become.
💰 Gold Near Record Levels
Gold is pushing toward $4,800+, supported by geopolitical uncertainty and inflation concerns.
📊 Bonds & Central Banks
Global bonds are rising, with central banks signaling no rush to hike rates, supporting risk assets.
💵 FX & Crypto Watch
Dollar: Flat
EURUSD: Slightly lower
Bitcoin: Slight dip below $75K
Ethereum: Under pressure
🏢 Corporate Highlights
TSMC: Profit surged +58%
EasyJet: Drops on war-related disruptions
Pernod Ricard: Warns of weaker global demand
Elon Musk: Exploring AI chip manufacturing (Terafab)
⚠️ Market Insight
Despite the rally, some strategists warn markets may be underpricing stagflation risks from prolonged conflict.
https://www.hfm.com/int/en/analysis/eurgbp-outlook-orban-exit-vs-hormuz-crisis-whats-next-for-the-euro
Markets Rally on Fragile US-Iran Peace Hopes as Oil Volatility Signals Ongoing Risk
Markets are rallying even as tensions in the Strait of Hormuz escalate, a clear sign investors are betting on diplomacy over conflict.
Oil remains volatile, inflation risks are rising, and Bitcoin is climbing alongside risk assets.
Full Article 👉https://www.hfm.com/int/en/analysis/markets-rally-on-fragile-us-iran-peace-hopes-as-oil-volatility-signals-ongoing-risk
🛡️ Markets show renewed safe-haven demand after the US withdrew from negotiations with Iran and advised of a new blockade on the Straits of Hormuz.
🚢 The US military said it will begin a blockade on Monday targeting vessels entering or leaving Iranian ports after weekend talks in Islamabad failed to secure a deal, putting the fragile two-week ceasefire at risk.
💵 The US Dollar rebounded as traders focused on steady rate expectations and a positive real bond yield. US 10-Year real bond yields stand at 1.043%, meaning the Dollar is attractive to investors looking to hedge against inflation.
🏦 According to the Chicago Exchange, there is an 83% chance of no rate cuts in 2026, a 3% chance of a small hike and a 13% chance of a 0.25% cut.
📈 The US Dollar is the best-performing currency of the day, followed by the Canadian Dollar and Japanese Yen. The currency market shows investors are reacting to the negotiations and higher oil prices.
📉 The day’s worst performing currencies are the Australian Dollar, British Pound and Swiss Franc.
🛢️ For Crude Oil, the main price driver remains developments in the Middle East, especially the failed negotiations and attempts to block the Straits. The asset opened with a bullish gap of 9.77% and rose to $105.65.
🗳️ Hungary’s election saw 79% of voters back a new Prime Minister. The new Prime Minister, Peter Magyar, is sceptical of Europe but remains supportive of the EU, and is generally seen as an easier partner for Europe than Viktor Orban.
🥇 Gold started the day on a bearish price gap measuring -2.21% due to the stronger US Dollar. However, the commodity recovers during this morning’s Asian session.
Full Article 👉 https://hfm.com/int/en/analysis/us-dollar-oil-euro-analysis-safe-haven-demand-rises-as-negotiations-fail
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Join us LIVE as we break down the latest Core PCE data and what it means for the markets ahead of tomorrow’s CPI release. 📈
We’ll connect inflation trends to potential moves in forex, indices, and gold, plus key levels to watch. 🎯
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Watch the full analysis today at 12:30 GMT.
🤝 The US and Iran pen a two-week ceasefire which will allow all ships to safely pass the Strait of Hormuz. Previously, certain ships were allowed to pass through, however, all ships are now freely able to pass.
📉 Markets reversed sharply after a US–Iran ceasefire, with oil dropping 21% while equities and Gold surged. Crude Oil has seen its strongest decline in almost six-years as supply chain fears ease.
🥇 Gold rose above key price levels and above its main moving average as the commodity attempts to re-establish itself. All metals trade higher with Silver witnessing the strongest gains.
📊 Bond yields are trading at 4.2380, the lowest since March 17th. If bond yields continue to fall, particularly if below 4.2000, the price of Gold and Silver can find significant support.
💵 Also supporting Gold is the decline in the US Dollar. The US Dollar is the worst-performing currency followed by the Canadian Dollar.
🏦 The Chicago exchange advises the possibility of an interest rate hike is now fading and some traders even believe the Fed may cut in the summer. However, most economists believe a rate adjustment is unlikely in the second and third quarters.
💱 The best-performing currencies of the day are the New Zealand Dollar, Australian Dollar and Swiss Franc.
🇳🇿 The Reserve Bank of New Zealand kept interest rates unchanged this morning, but warns of possible rate cuts if the Middle East conflict further fuels inflation.
📈 All global indices are rising including US indices such as the NASDAQ and S&P 500. However, the upcoming inflation readings will also be key. Investors will be focusing on tomorrow’s Core PCE Price Index and Friday’s Consumer Price Index.
Full Article 👉 https://hfm.com/int/en/analysis/two-week-ceasefire-transforms-market-sentiment
🟡 Gold increases in value on Tuesday as Trump’s deadline for Iran to reopen the Strait edges closer. The deadline is expected to be tonight at midnight GMT.
⏳ President Trump has said there will be no extensions, and failure to comply could trigger major US strikes on infrastructure.
🥇 All metals are trading higher this morning as investors take a slight risk-off tone ahead of the deadline. Palladium is trading 1.00% higher, Platinum 0.75%, and Gold 0.50% higher.
🚨 Iran continues missile and drone attacks ahead of the US deadline, signalling no immediate de-escalation.
🕊️ Peace prospects are fading as Iran rejects US demands and insists on stricter conditions for any agreement.
💱 The best-performing currencies of the day so far are the GBP and Australian Dollar. The worst-performing are the US Dollar and Swiss Franc.
📉 Global indices start the day lower but are quickly rebounding as the European market gains momentum. However, the outlook will depend on Trump’s deadline and how the conflict develops.
🏦 Goldman Sachs says its private credit fund avoided wider investor withdrawals because it relies more on institutional investors, and it now sees better lending opportunities as conditions shift in lenders’ favour.
📊 Throughout the day, investors will be paying close attention to the Durable Goods Orders, but Trump’s deadline will be the main price driver.
Full Article > https://www.hfm.com/int/en/analysis/nikkei-225-outlook-2026
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🌍 Escalation Risk Rising
Tensions in the Middle East are intensifying as the conflict involving Iran shows signs of broadening. Markets are now shifting from pricing a short conflict to a more prolonged scenario, raising uncertainty and volatility.
🛢 Oil Driving Everything
Crude’s sharp rally above $103 is now the main transmission channel into markets. Higher oil = higher inflation expectations = pressure on equities and central banks.
📉 Equities in Correction Mode
With major indices already in correction territory, sentiment remains fragile. Any escalation headline could trigger further downside, while temporary pullbacks in oil may offer short-lived relief rallies.
🏦 High-Impact US Data Ahead
This week’s NFP and labour data are key after recent weakness.
Softer data → boosts rate cut bets → bearish USD, supportive for equities (short-term bounce potential)
Strong data → reinforces higher rates → bullish USD, pressure on stocks
💵 Dollar at a Crossroads
The dollar is being pulled in two directions:
Safe-haven flows support it, but weaker data could reverse momentum quickly. Expect sharp, data-driven moves, especially around NFP.
⚡️ Short-Term Trading Focus
Headline risk = sudden spikes in volatility
Oil direction = key driver for indices & inflation trades
Data releases = fast repricing in USD and yields
Stay tactical: momentum can shift quickly in this environment
Full Article 👉https://hfm.com/int/en/analysis/markets-on-edge-oil-geopolitics-and-key-data-to-drive-the-week-ahead
🔻 The NASDAQ renewed its recent lows and global sentiment again declined and all indices witnessed increased sell orders. However, negative developments surrounding Meta apply higher pressure for the NASDAQ.
📉 Meta, the eighth most influential stock in the NASDAQ, fell on Thursday by almost 8% after a US jury ordered Meta to pay $6 million to parents for harm to youth mental health and intentionally building addictive features.
📈 The VIX index rises more than 3% as stocks start to decline at the opening of the European session. The rise in the VIX index continues to indicate a ‘risk-off’ appetite.
🇮🇷 Last night, Iran rejected a 15-point peace proposal from the White House, saying it did not reflect Tehran’s views. Iran then submitted its own five-point proposal, asking for an Israeli ceasefire and full compensation for the damage caused during the conflict.
💵 The US Dollar is the day’s best performing currency and has now been rising in value for three-consecutive days. This happened because hopes for a peaceful solution in the Persian Gulf have weakened since yesterday evening.
🪖 Trump said he is delaying strikes on Iran’s energy sector until 6 April to allow time for peace talks. Meanwhile, the Pentagon is considering sending up to 10,000 more ground troops to the Middle East to expand military options.
📊 New jobless claims rose slightly this week from 205,000 to 210,000, while continuing claims fell from 1.851 million to 1.819 million.
🏦 Despite signs of economic strain, there is still not enough evidence for the Federal Reserve to cut rates. Most economists therefore expect the Fed to hold, especially with inflation likely to rise in the coming months.
🥇 Gold analysts advise the commodity is unlikely to see significant gains while real bond yields remain elevated. For this reason, the next US inflation release will be particularly vital for Gold.
📉 The worst performing currencies of the day are the Swiss Franc, Pound and Euro.
Full Article 👉 https://www.hfm.com/int/en/analysis/us-dollar-gold-analysis-reinitiate-golds-bullish-trend
🔥 Middle East Tensions: Markets React to Diplomacy Hopes
🛢 Oil Slides on De-escalation Signals
Oil prices dropped sharply as diplomatic efforts between the United States and Iran gained traction. Brent fell toward $97, while WTI hovered near $89.
📈 Stocks Rally on Risk-On Sentiment
Equities moved higher, with S&P 500 futures rising, as investors priced in a possible easing of geopolitical tensions.
🕊 Diplomatic Push Intensifies
A reported 15-point US plan and potential 30-day ceasefire are fueling optimism though details remain unclear.
🚢 Strait of Hormuz Still the Key Risk
The Strait of Hormuz remains largely restricted, keeping supply concerns alive.
⚠️ Reality Check: Conflict Still Ongoing
Despite optimism, military activity continues, and Iran has shown limited willingness to compromise.
🌍 Geopolitics Add Long-Term Uncertainty
Iran’s proposal for a regional alliance excluding the US and Israel signals deeper fragmentation and prolonged instability.
💡 Market Takeaway
Markets are trading expectations, not reality.
Any shift in headlines could trigger sharp moves across oil, gold, and equities.
Full Article 👉 https://www.hfm.com/int/en/analysis/middle-east-deescalation-stocks-rise-oil-falls-2026
⚠️ Trump’s 48-hour ultimatum to Iran has raised fears of a major escalation around the Strait of Hormuz and wider regional instability. Oil prices rise above $100.
🛢️ Oil prices remain elevated as traders continue to price in the risk of supply disruptions across the Persian Gulf region.
🚨 Analysts warn that any further escalation could trigger attacks on key energy infrastructure in Qatar, Saudi Arabia, and the UAE. Qatari officials told journalists that the country had lost 17% of its liquefied natural gas (LNG) production capacity. They added that restoring this capacity could take up to five years.
📈 Rising oil prices are also fuelling inflation concerns, making investors rethink expectations for interest rate cuts. Many economists now believe central banks will not cut rates in 2026 pressuring Gold.
📉 Market participants are becoming more cautious as higher energy costs could weigh on growth while keeping price pressures high. As a result, all global indices except the Nikkei 225 decline on Monday morning.
💻 The NASDAQ trades at its lowest level since September 2025 with 90% of its most influential stocks trading lower on Monday.
🥇 Gold has come under pressure despite the conflict, as higher rate expectations and its elevated price reduce buying interest.
💰 Some analysts believe gold is struggling because investors are unwilling to buy at current levels under weak market conditions.
🏦 Another factor weighing on Gold prices is that several Middle Eastern countries are selling part of their Gold reserves to offset lost income from oil sales. By selling Gold reserves, these countries are supporting their fiscal needs.
💵 The best performing currency of the day is the US Dollar and Canadian Dollar which also benefit from higher oil prices. The worst performing are the Euro, Australian and New Zealand Dollar.
Full Article 👉 https://www.hfm.com/int/en/analysis/oil-surges-trump-issues-ultimatum-iran-gold
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🚀 Q1 2026 earnings season kicks off!
The first reports of the year could set the tone for the market. 📈
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Explore the full earnings calendar HERE.
🛢️ After Tuesday’s sharp drop, oil prices have steadied as uncertainty over Hormuz transit and Iranian duty fees revived supply concerns.
🏦 Brent crude is set to average more than $100 a barrel through 2026 if the Strait of Hormuz remains closed for another month, according to Goldman Sachs.
🚢 Iran has agreed to reopen the Strait of Hormuz for two weeks but will maintain full control over transit. According to reports, authorities plan to charge fees for vessels passing through, with estimates ranging from $2.0M per tanker to $1 per barrel, while empty ships may pass for free.
🤝 The US and Iran are preparing for talks in Islamabad tomorrow in order to attempt to come to an agreement. The US has advised that Vice President JD Vance will be attending the talks.
📉 The global stock market is trading lower on Thursday as the upward momentum loses its strength. Investors now await further price drivers to determine their market positioning.
📊 The US will release the following key economic data this afternoon, Core PCE Price Index, Final Quarterly GDP and Weekly Unemployment Claims.
💱 The best-performing currencies of this morning’s Asian session have been the New Zealand Dollar and Euro. The worst-performing remain the US Dollar and Japanese Yen.
🥇 Metal traders speaking to Bloomberg advise that the drop in the US Dollar may warrant a stronger bullish price in Gold and Silver than that seen so far. Traders may be waiting for clarity on the ongoing negotiations in Pakistan.
🥈 Silver remains volatile in the short term, but economists stay positive on its long-term outlook as demand continues to outpace supply according to the Silver Institute.
Full Article 👉 https://hfm.com/int/en/analysis/oil-uncertain-hormuz-stays-shut-high-yield-currencies-rebound
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🛢️ Oil rises for a second week, nearing $112, as Iran attacks energy infrastructure in Abu Dhabi and Kuwait, though certain developments may pressure prices lower if they materialise.
🚢 Iraq told Asian oil traders and refiners to continue crude loadings after Iran allowed its oil tankers to pass through the Strait of Hormuz.
⛴️ Iran has confirmed that 15 ships moved through the Strait over the weekend after being granted access. However, it is unknown whether these are linked to Iraq. Japan is advising that two of these 15 ships are Japanese.
🤝 Steve Witkoff and Jared Kushner are currently believed to be in Pakistan negotiating a 45-day ceasefire with Iran. According to reports, a ceasefire is possible, but some sticking points remain as Iran refuses to agree on certain key points.
⚠️ Iran intensified its weekend attacks on Abu Dhabi and Kuwait, driving fresh volatility across energy markets.
🏭 Abu Dhabi suspended Borouge plant operations after debris hit the site, while Kuwait reported damage to power plants and fires at oil facilities.
📈 The Non-Farm Employment Change rose by 178,000, more than double the previous projections. The US Unemployment rate also fell from 4.4% to 4.3%.
📊 The stock market remains mixed on Monday but US indices are trading higher as investor sentiment is boosted by strong employment data and hopes of a 45-day ceasefire.
💱 The best-performing currencies of the day are the Australian Dollar and New Zealand Dollar. The worst-performing is the Japanese Yen.
🇳🇿 The Reserve Bank of New Zealand is due to announce its interest rate decision on Wednesday morning. The NZD is the third best-performing currency of 2026 so far.
Full Article > https://www.hfm.com/int/en/analysis/15-ships-cross-strait-iran-consider-ceasefire
Join us LIVE for the latest US Non-Farm Payrolls (NFP) release, a key event shaping market direction. 🎯
Following February’s sharp job contraction, all eyes are on today’s data and what it means for the Fed’s next move.
Will the labour market show resilience, or signal further economic pressure? Let’s explore what it means for the US Dollar, Gold and indices. 📈
Don’t miss this important event!
Watch the full analysis today at 12:00 GMT.
📉 US Futures Under Pressure
US stock futures moved lower as uncertainty around the Iran conflict continues, with no clear timeline for de-escalation.
🛢 Oil Back Above $100
Oil prices surged again, with Brent Crude Oil and West Texas Intermediate trading above $100, keeping inflation concerns in focus.
🌍 Geopolitics Driving Markets
Comments from Donald Trump signalled the conflict is not over yet, maintaining a risk-off tone across global markets.
📊 Stagflation Risks Rising
According to Bank of America, the current environment points to slower growth and higher inflation, creating a challenging backdrop for risk assets.
💻 Tech Stocks Losing Momentum
High-growth names like Nvidia are showing signs of consolidation as market conditions tighten.
📅 Key Event Ahead: NFP
Traders now turn their focus to the upcoming Non-Farm Payrolls report, a key catalyst for market direction.
⚠️ What to Watch
• Ongoing geopolitical developments
• Oil price volatility
• Shifts in market sentiment
Stay alert, markets remain highly sensitive to headlines. 👉https://www.hfm.com/int/en/analysis/stock-market-today-iran-tensions-oil-above-100-futures-fall
#HFM #Trading #Forex #StockMarket #Oil #NFP #MarketUpdate
🟡 On the last day of the month, Gold witnesses its strongest gains within the month of March. The commodity rose in value by 3.45% and also continues to rise further during this morning’s Asian session.
📉 Falling bond yields and rising inflation expectations are driving demand, increasing the likelihood of negative real yields. However, the Fed’s reaction will also be key.
🏛️ Investors remain focused on the latest remarks from Fed Chair Jerome Powell. Speaking at Harvard University, Powell said inflation expectations remain stable despite rising energy prices. As a result, the Fed does not currently plan to adjust rates.
🥇 All metals increased further during this morning’s Asian session with Gold and Silver witnessing the strongest gains. Palladium is witnessing the weakest gains.
🛢️ Crude Oil quickly dropped below $100 during the opening of the European session. Crude Oil declined by over 4.00% in less than one hour. The US Department of Defense has reportedly completed the deployment of an additional 2.5K Marines and Special Forces troops for a possible ground operation.
👟 Nike stocks declined 9% earlier this week. Nike confirms it is lowering prices but investors note that this will impact profits. Lastly, the company advises it expects sales to decline 4%, whereas analysts were previously expecting a 2% rise.
⚡ Microsoft is in talks with Chevron and investment fund Engine No. 1 over a long-term deal for a giant energy complex in West Texas to power a large data center campus. The stock rises more than 3%.
📈 Economists comment on the rebound in the stock market advising caution and warning against frantic buying. Analysts advise the stock market is not likely to fully correct while the conflict continues.
🗣️ Trump advises the conflict is likely to last a further two weeks and also criticises NATO, particularly the UK for not supporting the conflict.
💱 The best-performing currencies of the day are the Australian Dollar and Swiss Franc. The worst-performing currencies are the US Dollar and Canadian Dollar.
📅 Key releases this week for the US Dollar will be today’s three releases as well as Friday’s NFP employment data. Today, markets will be looking at the ADP NFP Change, Retail Sales figure and ISM Purchasing Managers’ Index.
Full Article 👉 https://www.hfm.com/int/en/analysis/gold-rebound-usd-bonds
🚨 Middle East Tensions Spike
A Kuwaiti oil tanker was hit near Dubai by a drone, adding to ongoing missile strikes in the Gulf. Brent crude surged above $115, now trading near $113. Traders should watch oil flows through the Strait of Hormuz closely, supply bottlenecks could push prices higher.
🛢 Oil Market Pressure
With roughly 100 million barrels a week blocked from the Strait, analysts warn oil could reach $150–$200 per barrel if disruptions persist. Short-term volatility is likely; position sizing is key.
🟡 Gold Gains Amid Uncertainty
Gold jumped as much as 2.4%, trading near $4,560/oz, supported by falling Treasury yields and risk-off sentiment. Safe-haven demand may rise further if the conflict escalates.
📊 Equities Mixed
US futures slightly higher, European stocks flat, and South Korea’s Kospi down 3.1%. Markets remain headline-driven, any new military developments could trigger sudden swings.
⚠️ Geopolitical Watch
US President Donald Trump signals willingness to end the war even if the Strait remains closed, while Israeli PM Netanyahu confirms the campaign is “beyond halfway in missions.” Traders must monitor headlines for sudden shifts in risk sentiment.
💡 Trader Tip
Energy markets are being driven by physical supply shocks, not political statements. Protect positions, set stop-losses, and track the Strait of Hormuz closely for cues on the next move.
Here’s what traders need to watch. 👉https://www.hfm.com/int/en/analysis/oil-gold-market-outlook-middle-east-tensions-strait-of-hormuz
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🗣️ President Trump tells journalists that Iran is in communication with the US and is negotiating despite Iran’s TV advising there are no communications.
🚢 Despite the President’s comments regarding a negotiated end to the conflict, 5,000 marines are on their way to the Strait of Hormuz which only indicates a possible ground invasion. This could be limited to the strait in order to ease shipping.
📉 Australia’s inflation rate unexpectedly fell from 3.8% to 3.7% and February saw no change in prices at all. The lower inflation rate pressures the AUD, but analysts advise the primary cause for AUD-weakness is higher bond yields and Gold’s poor performance.
⚠️ BlackRock President Rob Kapito said investors may be underestimating the risks stemming from the Iran war, which are likely to weigh on growth and drive inflation higher.
🛢️ The BlackRock President also told journalists that if the Strait of Hormuz is not reopened soon, oil can rise to $150 per barrel as supply chains take time to return to full capacity.
📊 The risk of a recession in the US is rising as persistently high oil prices amid the Middle East conflict threaten economic growth, Wall Street analysts say. ‘Downside risks have increased materially,’ EY-Parthenon chief economist Gregory Daco said in a note earlier this week.
📈 The NASDAQ trades within a recurring range as investors wait for further price drivers and indications of a potential end to the conflict or escalation. However, all global stocks declined on Thursday as the lack of momentum lowered the sentiment towards stocks.
🪙 All metals continue to decline with Silver Platinum and Palladium witnessing the strongest declines.
💵 The best performing currencies of the day are the US Dollar and the Japanese Yen. While the worst performing currencies are New Zealand Dollar, Australian Dollar and Canadian Dollar.
Full Article 👉 https://www.hfm.com/int/en/analysis/bond-yields-stronger-us-dollar-pressure-gold-aud
📈 Stocks rebounded strongly as markets reacted to easing geopolitical tensions and improving overall risk appetite. From the 100 stocks within the NASDAQ, 81 stocks rose on Monday while 19 stocks continued to decline.
🗣️ Trump signalled the ultimatum would not proceed, raising expectations that the conflict may shift towards negotiations.
⏸️ The US announced a five-day pause on potential strikes targeting Iran’s energy infrastructure.
⚠️ Conflicting reports from Iranian media suggest no active negotiation channel with the US despite de-escalation signals.
🛢️ Oil prices dropped sharply, falling around 14% within 30 minutes as immediate supply disruption fears eased.
💵 The US Dollar weakened to near a two-week low as safe-haven demand declined and sentiment improved.
🚀 The NASDAQ surged 3.70%, with 81 out of 100 stocks advancing, confirming broad-based buying interest.
💷 The GBP, NZD and AUD are the weakest performing currencies of the day while the US Dollar and CAD are the best performing.
🏛️ UK GILTS (bonds) continue to fall after reaching their highest level since the 2008 banking crisis, continuing to pressure the GBP and UK economy.
🇪🇺 French and German Service sectors fell below expectations (PMI), but the EU’s manufacturing sector remains solid.
📊 Chicago Fed President Austan Goolsbee stated in a CNBC interview that he is more worried about inflation than unemployment in the current ‘fraught but intense’ environment, even as the Iran conflict shows some signs of de-escalation. Markets expect no interest rate cuts in 2026.
Full Article 👉 https://www.hfm.com/int/en/analysis/markets-rebound-deescalation-risks-remain
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