Tensions rise, markets shift after Trump dashes hopes of a quick resolution

In his highly anticipated address to the nation, President Trump dashed hopes of a swift resolution to the conflict with Iran, announcing that the US would ‘hit Iran very hard’ in the coming weeks. Markets reacted immediately: stocks reversed earlier gains, government bond yields rose, and oil prices and the US dollar moved sharply higher on the news. In this episode, we are joined by Carsten Menke, Head of Next Generation Research, who shares his insights on the increasingly concerning developments in the aluminium market - and what these dynamics could mean for the market in the weeks ahead.

• (00:00) - Introduction: Helen Freer, Product & Investment Content
• (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
• (06:29) - Aluminium: Carsten Menke, Head of Next Generation Research
• (09:46) - Closing remarks: Helen Freer, Product & Investment Content

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