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USA and Iran Face Off – Markets Remain Resilient

MORNIG ROUTINE WITH FRANCOIS SAVARY & MARK

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”

 

For more insights, visit Mark’s YouTube channel and follow the latest discussions.

 

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