"A 15% collapse in oil in less than a week and a near 4% jump in European equities tells you exactly what markets are doing. They're pricing in a clean de-escalation. But that assumption looks far too optimistic."
"This is a 14-day window, not a permanent policy shift. You have a fifth of the world's oil supply moving through a corridor that is still effectively under the influence of one of the parties to the conflict. That's not stability."
"Missiles are still being launched in the Gulf, Israel is still engaged on another front, and yet markets are behaving as though the region has stabilized."
Global markets have surged following a conditional two-week ceasefire between the US and Iran, with Brent crude oil prices dropping significantly. European equities have also rallied, reflecting a perceived de-escalation of geopolitical risks. However, the CEO of deVere Group warns that this market reaction is overly optimistic, as the ceasefire is temporary and conditional. Ongoing military activities in the region, including missile launches and Israel's operations, indicate that the broader conflict remains unresolved, challenging the notion of stability.
Read at London Business News | Londonlovesbusiness.com
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