USA and Iran Face Off – Markets Remain Resilient

In this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) and Mark Williams unpack the rising geopolitical tensions between the United States and Iran — and why global markets have remained surprisingly calm.

Key discussion points:

• The oil market is central to geopolitical risk
• Outlook for the US dollar and potential Fed rate cuts
• Equity market trends and earnings revisions
• Energy sector investment opportunities beyond oil
• Signs of economic improvement in Europe
• Gold offers a solid entry point
• Low VIX levels suggest protection remains affordable

📉 “The main issue is the oil price”
🪙 “Gold is a good entry point at current levels”
📉 “There could be two cuts in interest rates”