Mixed reaction to extended Middle East ceasefire

Markets are navigating a fragile calm. The Middle East ceasefire extension isn’t enough to anchor sentiment, as oil volatility persists and uncertainty around supply dynamics lingers. Yet, despite rising energy prices, the US consumer refuses to crack—fueling higher yields and pushing back rate cut expectations. Across assets, conviction is thin: equities are mixed, the dollar is losing momentum, and investors are increasingly focused on what comes next. With earnings season kicking off, all eyes turn to Tesla—not for the numbers, but for its AI narrative and long-term growth story. Is this just noise… or the start of something bigger? Listen to learn more! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.