Hawkish Fed, calmer world? Markets reprice as geopolitics shift — Moving Markets

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European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delivered a surprisingly hawkish tone, pushing Treasury yields higher. Yet, sentiment later shifted again as news of a signed memorandum of understanding between the US and Iran lifted Asian markets and drove US equity futures firmly into positive territory. In today’s episode, Norbert Rücker, Head of Economics and Next Generation Research, explores how easing geopolitical tensions could reshape the outlook for global energy markets.

(00:00) - Introduction: Helen Freer, Product & Investment Content
(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
(05:48) - Energy market update: Norbert Rücker, Head of Economics & Next Generation Research
(10:47) - Closing remarks: Helen Freer, Product & Investment Content

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