Iran war narrative is changing hands, waning TACO hopes | MarketTalk: What’s up today?
About this video
Iran war narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling that the US is no longer fully in control of the story.
Oil prices remain elevated on fears of a prolonged disruption, while rising inflation expectations push central banks toward more hawkish moves. Slower growth and stagflation risks are also being priced in, creating a delicate balancing act for investors.
Watch the full episode to find out more!
0:00 Intro
0:45 Middle East tensions continue as narrative changes hands
2:24 Oil remains expensive pushing...
4:57 ... equities down, yields & US dollar up
7:31 Gold tanks to 200-DMA
Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.
#Geopolitics #OilMarkets #Inflation #MiddleEastTensions #WTI #BrentCrude #MarketOutlook #Investing #GlobalEconomy #Stagflation
#Swissquote #MarketTalk
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