Trump's Iran ultimatum and signals of a possible deal keep investors on tenterhooks

The key event is a potentially decisive week in the Iran conflict with a binary outcome: an imminent deal or further escalation. Investors are scrambling to reposition, implying heightened volatility, risk-off flows and upside risk to energy and regional asset volatility if escalation occurs.

Analysis

The key event is a potentially decisive week in the Iran conflict with a binary outcome: an imminent deal or further escalation. Investors are scrambling to reposition, implying heightened volatility, risk-off flows and upside risk to energy and regional asset volatility if escalation occurs.