Oil contained despite weekend’s Mid-East tensions

Markets are starting the week on a surprisingly calm footing despite another round of US-Iran attacks over the weekend. Oil prices remain remarkably contained, with strategic reserve releases and continued flows through the Strait of Hormuz helping contain fears of a major supply disruption. But while geopolitics has temporarily taken a back seat, investors are increasingly focusing on a different source of risk: the ongoing rotation out of technology stocks. This week's key catalysts will be the US jobs report and Kevin Warsh's speech in Sintra, which could reinforce the Federal Reserve's hawkish stance and provide fresh support to the US dollar and yields. Listen to find out 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.