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Guy Foster, Chief Strategist, discusses the reopening of the Strait of Hormuz and its implications for the economy. Plus, our Head of Market Analysis, Janet Mui, reviews the latest inflation figures.
Markets in a Minute is produced by RBC Brewin Dolphin.
Key Highlights
Geopolitical volatility:
Markets experienced whiplash as Middle East tensions escalated before a sudden ceasefire announcement.
Central bank divergence:
The European Central Bank (ECB) raised rates to combat inflation, while the U.S. Federal Reserve (the Fed) and Bank of England (BoE) are expected to hold steady.
Asset class shifts:
Treasury yields are drifting higher amid AI-driven demand, creating headwinds for gold despite its long-term appeal.
