Spoiled For Choice.
[Note: this report was put together before Saturday evening’s US airstrikes on Iran]
Financial markets were spoiled for choice about what to focus on at the kick-off of a holiday-shortened week - geopolitics, energy and shipping prices, tariffs and trade, a G-7 meeting in Canada, the tax and spending bill and multiple central bank interest rate-setting meetings around the world including at the Fed along with the publication of its quarterly dot plot.
The previous Friday’s risk-off narrative that had been triggered by Israel’s attack on Iran moderated at the opening bell on Monday as oil…
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