Investors will seek clarity next week on how the Middle East conflict, specifically developments in the Iran war, is complicating expectations for interest-rate cuts this year. Heightened geopolitical risk could shift the timing of Fed cuts, prompt risk-off positioning and volatility, and pressure energy prices and cross-asset flows.
Investors will seek clarity next week on how the Middle East conflict, specifically developments in the Iran war, is complicating expectations for interest-rate cuts this year. Heightened geopolitical risk could shift the timing of Fed cuts, prompt risk-off positioning and volatility, and pressure energy prices and cross-asset flows.
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