Morning Blast - 1st April: Risk-On Reversal, Trump’s Off-Ramp & PMI Day

Ryan and Michael Brown deliver a candid morning market roundup as risk appetite roars back: equities rally hard, bond yields fall, and crude pulls back, while Clive Lambert’s technical levels frame the move across indices, bonds, FX, metals and energy. They break down why markets are reacting positively to signs that President Trump may be looking for an off-ramp in the Middle East even without reopening the Strait of Hormuz, discuss what that could mean for oil flows, inflation and growth, and preview today’s key catalysts including PMI data, eurozone unemployment, ADP, US retail sales, Keir Starmer’s press conference and Trump’s overnight address.