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Today's read · Monday, 31 August 2026
Geopolitical tensions and rate hike bets dominate
Geopolitical tensions, particularly involving the US and Iran, are escalating, impacting commodities and potentially increasing market volatility. Meanwhile, comments from Warsh at Jackson Hole have heightened expectations for further Fed rate hikes, affecting rates and equities. Investors should be cautious as these developments could lead to significant shifts in asset allocation strategies.
The mood right now · geopolitical risk and rate hike anticipation
Stories that matter
5
1
Partly expected
G20 Talks Strain Markets Amid Tariffs and Iran Conflict
US Treasury's Bessent faces diplomatic challenges at G20 due to tariffs and Iran war.
BondsCurrenciesShares
2
Partly expected
Gold stabilises as Fed rate hike fears resurface
Gold prices stabilised after a sharp selloff due to renewed expectations of Fed rate hikes.
CommoditiesBondsShares
3
Partly expected
Warsh's Hawkish Tone Boosts Rate Hike Expectations
Fed Chair Kevin Warsh's speech at Jackson Hole suggests a tighter monetary policy.
BondsSharesCredit
4
Partly expected
Oil Prices Surge Amid US-Iran Military Clash
The US and Iran exchanged fire, escalating tensions and impacting oil prices.
CommoditiesCurrenciesShares
5
Partly expected
Dollar Strengthens on Rate Hike Bets, Yen Weakens Beyond 160
The dollar rose due to expectations of a rate hike, while the yen fell past 160.
CurrenciesSharesBonds
Has it been right?
see all →66.7%
Called right
6
Finished
2
Still running