US EditionMarkets haven't rallied this fast since the end of COVID—Iran volatility is just another 'notch on the belt' of investors, says JPMorgan strategist
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Markets haven't rallied this fast since the end of COVID—Iran volatility is just another 'notch on the belt' of investors, says JPMorgan strategist
Markets are trading strongly this week on hopes that the Iran war might soon be coming to an end. A fragile ceasefire has held despite peace talks collapsing, but President Trump overnight suggested conversations could resume this week.Investors are ready to hear some good news—in fact, some economists are worried that they’re so keen to hear about an end to the war they’ll trade on optimism rather than concrete facts. Tickers across Asia are up…
Morgan Stanley Market Consensus After the failure of the weekend talks, we remain unresolved in the Strait, now with the American blockade applied since Monday. The market remains long in puts (percentile 97 in SPX) since uncertainty remains high. Faced with the breadth of scenarios, the derivative structuring team proposes to take positions through hybrid options providing the dynamics of correlation between different assets Partial Resolution…
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