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FP Markets
31 March 2026First Light News: Mixed signals, recession watch, and bull steepening
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. This.. Read more
FP Markets
30 March 2026First Light News: The ‘TACO’ that keeps on giving
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 which a.. Read more
FP Markets
27 March 2026First Light News: Vagueness and more extension deadlines
Good morning,Trump’s cabinet meeting was a must-watchPresident Trump held his 11thcabinet meeting yesterday and spoke at length about the conflict in the Middle East. I am sure I will.. Read more
FP Markets
26 March 2026First Light News: Neither peace nor panic – ‘the art of no deal’
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 White House has.. Read more
FP Markets
25 March 2026First Light News: Ceasefire stalemate – markets caught in the crossfire of Middle East uncertainty
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 than.. Read more
FP Markets
24 March 2026First Light News: TACO Monday, anybody?
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 five days.. Read more
FP Markets
23 March 2026First Light News: Week ahead: Central banks on hold amid energy price shock
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 impact through.. Read more
FP Markets
18 March 2026First Light News: Fed Day in focus as Middle East conflict clouds the outlook
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 that.. Read more
FP Markets
17 March 2026First Light News: Oil continues to dominate sentiment as the Strait remains all but closed
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%, respectively;.. Read more
FP Markets
16 March 2026First Light News: Week ahead: Middle East conflict; central bank announcements and inflation fears
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.. Read more
FP Markets
13 March 2026First Light News: Iran conflict deepens; Oil trades back in triple digits; Fed rate-cut odds collapse
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 conflict.. Read more
FP Markets
12 March 2026First Light News: Strait talking: Oil bid as Hormuz closure drags on
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... Read more
FP Markets
11 March 2026First Light News: Headline risks remain: Bulls give way to confusion
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 sentiment. Undoubtedly,.. Read more
FP Markets
10 March 2026First Light News: Trump’s comments shake markets
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 31% spike.. Read more
FP Markets
06 March 2026First Light News: Oil prices in the driving seat: The Middle East keeps markets on edge
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 across the.. Read more
