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Jason Wong

Risk sentiment weaker, as investors lose hope of resolution to the Iran conflict which continues unabated as Brent crude probes US$109 level. Global equities weaker and global rates higher. Norway's central bank pivots
27th Mar 26, 7:47am
Risk sentiment weaker, as investors lose hope of resolution to the Iran conflict which continues unabated as Brent crude probes US$109 level. Global equities weaker and global rates higher. Norway's central bank pivots
News coming out of the Middle East still seems to be mostly bad. US equities are weaker, US rates are higher and the NZD has fallen. Oil price rising
25th Mar 26, 7:51am
News coming out of the Middle East still seems to be mostly bad. US equities are weaker, US rates are higher and the NZD has fallen. Oil price rising
Big turnaround in markets after Trump backs down. Whatever the truth over competing claims, equities bounce back, global rates fall, oil tumbles
24th Mar 26, 7:35am
Big turnaround in markets after Trump backs down. Whatever the truth over competing claims, equities bounce back, global rates fall, oil tumbles
Markets calm overnight, as prior day's lift in risk appetite is sustained. Oil prices range bound. RBA hikes 25bps to 4.1% and Governor Bullock gives a hawkish update
18th Mar 26, 7:44am
Markets calm overnight, as prior day's lift in risk appetite is sustained. Oil prices range bound. RBA hikes 25bps to 4.1% and Governor Bullock gives a hawkish update
Risk appetite is higher on optimism that the worst is over in the Iran conflict, while the reality is that nothing much has changed on the battleground. Brent crude falls to just over US$100/bbl. IEA says more emergency oil stocks available if required
17th Mar 26, 7:48am
Risk appetite is higher on optimism that the worst is over in the Iran conflict, while the reality is that nothing much has changed on the battleground. Brent crude falls to just over US$100/bbl. IEA says more emergency oil stocks available if required
Weak investor sentiment amid ongoing conflict weighs on risk sensitive markets. Front end treasury yields higher. Market pricing indicates less than one Fed rate cut this year
13th Mar 26, 8:06am
Weak investor sentiment amid ongoing conflict weighs on risk sensitive markets. Front end treasury yields higher. Market pricing indicates less than one Fed rate cut this year
The IEA agreed to release 400m barrels from strategic oil reserves; small mercies whilst the Strait of Hormuz effectively remains closed; Brent crude trading near top of daily range. US CPI data in line, but US Treasury yields show steady grind higher
12th Mar 26, 7:51am
The IEA agreed to release 400m barrels from strategic oil reserves; small mercies whilst the Strait of Hormuz effectively remains closed; Brent crude trading near top of daily range. US CPI data in line, but US Treasury yields show steady grind higher
Risk sentiment has improved further following the tumble in oil prices, taking Brent crude to USD86 per barrel US Treasury yields show only small movement while European rates have played catch-up and are much lower
11th Mar 26, 7:50am
Risk sentiment has improved further following the tumble in oil prices, taking Brent crude to USD86 per barrel US Treasury yields show only small movement while European rates have played catch-up and are much lower
Risk sentiment improves considerably, with markets eyeing potential release of strategic oil reserves. US equities weaker, US treasury yields steadily fall overnight
10th Mar 26, 7:42am
Risk sentiment improves considerably, with markets eyeing potential release of strategic oil reserves. US equities weaker, US treasury yields steadily fall overnight
There is no sign of an end to the conflict in the Middle East; if anything, the conflict has extended across the region. Risk sentiment has soured. US Treasury yields push higher for a fourth consecutive day
6th Mar 26, 8:03am
There is no sign of an end to the conflict in the Middle East; if anything, the conflict has extended across the region. Risk sentiment has soured. US Treasury yields push higher for a fourth consecutive day
After initial caution, investors are take pessimistic view of the Mid-East conflict seeing less chance of a quick resolution. Global equities tumble; US Treasury yields a little higher while European rates are much higher on inflation concerns
4th Mar 26, 8:00am
After initial caution, investors are take pessimistic view of the Mid-East conflict seeing less chance of a quick resolution. Global equities tumble; US Treasury yields a little higher while European rates are much higher on inflation concerns
Market focus on Middle East. Brent crude up 6%. Gas prices surge. Equity markets mostly weaker, but US equities recover from initial hit. Initial safe haven bid for bonds quickly fades as inflation concerns dominate. USD broadly stronger
3rd Mar 26, 7:58am
Market focus on Middle East. Brent crude up 6%. Gas prices surge. Equity markets mostly weaker, but US equities recover from initial hit. Initial safe haven bid for bonds quickly fades as inflation concerns dominate. USD broadly stronger
Negative risk vibe overnight. Weaker tech stocks drag down US equities despite strong Nvidia result. US Treasuries supported. Oil prices higher on war risk
27th Feb 26, 7:26am
Negative risk vibe overnight. Weaker tech stocks drag down US equities despite strong Nvidia result. US Treasuries supported. Oil prices higher on war risk
US 10% global tariff comes into effect; no sign yet of the threatened higher 15% rate. US equities have recovered some of yesterday’s losses. Global rates have shown only minor movements
25th Feb 26, 7:24am
US 10% global tariff comes into effect; no sign yet of the threatened higher 15% rate. US equities have recovered some of yesterday’s losses. Global rates have shown only minor movements
Risk sentiment weaker as markets digest the implications of the latest saga on Trump’s tariff policy. US equities down over 1%, with rotation towards defensive sector; US Treasury yields down 4-8bps Safe haven CHF and JPY currencies have outperformed
24th Feb 26, 7:24am
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Risk sentiment weaker as markets digest the implications of the latest saga on Trump’s tariff policy. US equities down over 1%, with rotation towards defensive sector; US Treasury yields down 4-8bps Safe haven CHF and JPY currencies have outperformed