Post by Quilter Cheviot
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🌍 Relief rally, but risks still ripple beneath the surface. Global equities delivered their strongest weekly gains of the year as hopes of a Middle East ceasefire lifted sentiment. While markets welcomed the shift, renewed tensions served as a reminder that geopolitical uncertainty remains firmly in play. Oil prices captured the volatility. An initial sharp decline followed the ceasefire announcement, before prices rebounded as concerns around supply disruption resurfaced. Inflation pressures have edged higher as a result, though they remain below recent peaks. With geopolitics dominating headlines, attention is now turning to the start of Q1 earnings season, where expectations remain resilient. This week’s Weekly Comment is hosted by Investment Manager Jack Bishop, joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer CFA, Global Equity Research Analyst, as they discuss the key forces shaping markets. Listen here: https://lnkd.in/epcXQ6mH #QCWeeklyComment . . . Capital at risk.