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Running up that hill
I wrote last FSR that we might see a summer snoozer this week, but that was wrong. In fact, we had some zippy moves on the back of both macroeconomic and geopolitical newsflow. I will start with geopolitics. The longer you are in the business of financial markets, the less sensitive you become to geopolitical news because most of it is noise that creates temporary risk premium and then a reversal of that risk premium. For example, Iran started its nuclear program in the late 1990s and the world became aware of it in 2002. Since then, there have been countless conflagrations, accusations, and disputations around the ... (full story)
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From @DeItaone|Jun 14, 2025|15 comments*PUTIN HELD PHONE CALL WITH TRUMP: IFX *PUTIN, TRUMP DISCUSSED ESCALATION IN MIDDLE EAST: IFX BREAKING: President Trump told Russia president Putin in a phone call on Saturday that White House envoy Steve Witkoff is ready to resume nuclear talks with Iran's foreign minister Abbas Araghchi, the Russian president's foreign policy adviser Yuri Ushakov said
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From @vonderleyen|Jun 14, 2025Good call with President Trump ahead of the G7 Summit. We discussed the tense geopolitical situation in the Middle East as well as the need for close coordination on the impact on energy markets. We also discussed the situation in Ukraine, the imperative for a ceasefire and the…
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