Author: The Investor

Markets enter the week still processing the full geopolitical and oil shock. The key question now is whether the Middle East conflict stabilises (enabling a relief rally) or broadens further.

It was a week that shook global markets. A dramatic escalation of conflict in the Middle East — with Iran’s actions disrupting shipping through the Strait of Hormuz — sent oil prices surging more than 11% in a single week.

The big question for the week is can markets absorb a geopolitical oil shock and will a data-heavy week re-price rates and growth expectations?

The Great Rotation: FTSE Hits New Heights while Tech Takes a Breather. It was a week of striking contrasts as global markets performed a classic reversal.