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First Light News: Mixed signals, recession watch, and..
FP Markets
Tuesday 31 March 09:53am
Good morning, Once again, it was another session that presented mixed signals from President Trump, with the pendulum swinging from peace talks, war exits, and threats of further destruction...
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First Light News: The ‘TACO’ that keeps on giving
FP Markets
Monday 30 March 10:46am
A month in, and frankly, no one seems any the wiser. The Middle East conflict has entered its fifth week, and we are left with mixed messages. The Strait of Hormuz – a key waterway through..
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First Light News: Vagueness and more extension deadlines
FP Markets
Friday 27 March 10:18am
Good morning, Trump’s cabinet meeting was a must-watchPresident Trump held his 11th cabinet meeting yesterday and spoke at length about the conflict in the Middle East. I am sure..
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First Light News: Neither peace nor panic – ‘the art..
FP Markets
Thursday 26 March 09:49am
Good morning, Four weeks of conflict, four weeks of mixed messages, and I feel the markets are running out of patience. Even as Tehran publicly rejected the 15-point peace plan, the..
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First Light News: Ceasefire stalemate – markets caught..
FP Markets
Wednesday 25 March 11:10am
Good morning,Equities tread water as headlines dominateWe are well and truly beholden to the evolving developments in the Middle East conflict, with sentiment driven by geopolitical headlines rather..
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First Light News: TACO Monday, anybody?
FP Markets
Tuesday 24 March 09:00am
Good morning, Trump pulls the pin – for nowA bombshell social media post from US President Donald Trump landed on Monday, instructing the Department of War to postpone all strikes for..
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First Light News: Week ahead: Central banks on hold..
FP Markets
Monday 23 March 10:02am
Good morning, It was an eventful week, chock-full of central bank announcements. Last week’s policy decisions were ultimately shaped by the Middle East conflict and its inflationary..
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First Light News: Fed Day in focus as Middle East conflict..
FP Markets
Wednesday 18 March 12:31pm
Good morning,Geopolitics and oilThe Middle East conflict shows no signs of abating in its third week, with Iran renewing retaliatory strikes, which kept oil prices bid yesterday. In a development..
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First Light News: Oil continues to dominate sentiment..
FP Markets
Tuesday 17 March 10:23am
Good morning, Oil pulls back, but the crisis is far from overOil prices continue to drive market sentiment, with a modest pullback in WTI and Brent taking shape yesterday, down 5.1% and 2.8%,..
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First Light News: Week ahead: Middle East conflict;..
FP Markets
Monday 16 March 10:17am
Good morning, The week that was: A geopolitical firestormThere is no dressing it up; the past fortnight has been nothing short of extraordinary, super fluid, and very much headline-driven. What..
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First Light News: Iran conflict deepens; Oil trades..
FP Markets
Friday 13 March 09:58am
Good morning, Worst session for Stocks since the conflict beganIt was another wild ride in the markets on Thursday, with US Stock benchmarks posting their worst sell-off since the Middle East..
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First Light News: Strait talking: Oil bid as Hormuz..
FP Markets
Thursday 12 March 11:34am
Good morning, Oil shrugs off IEA reserve releaseThreats to the energy structure in the Middle East have kept Oil prices bid; Brent Crude has retested US$100, with WTI Oil touching highs of US$96...
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First Light News: Headline risks remain: Bulls give..
FP Markets
Wednesday 11 March 09:47am
Good morning, Once more, the dominant narrative on the Street yesterday was the ongoing developments regarding the US-Iran war, with volatility in the Oil markets continuing to govern..
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First Light News: Trump’s comments shake markets
FP Markets
Tuesday 10 March 10:24am
Good morning, Oil’s wild whipsawPrice action was hard-hitting on Monday. Energy markets were the epicentre, with WTI Oil breaching the psychologically meaningful US$100 mark – a..
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First Light News: Oil prices in the driving seat: The..
FP Markets
Friday 06 March 11:58am
Good morning, It was another wild session across major asset classes on Thursday, though it could have been worse for US Stocks after staging a partial recovery. US equity benchmarks slid..
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