The war in Iran has dominated the macroeconomic outlook and financial markets in March. The two-weeks cease fire and deal to reopen of the Strait of Hurmuz has come as a relief, as it is at least a ...

The Hegseth/Caine presser as expected declared ‘victory’ in Iran while Gen. Caine emphasized the ceasefire is a “pause” but ...

Asger Wilhelm Dalsjö, asdal@danskebank.dk , Assistant Analyst For mobile users we recommend the web-version * including the FI and FX morning comment *Restricted access – only for professional ...

Uddrag fra Axios, Tehran Times, CNN og Zerohedge President Trump agrees to a two-week ceasefire with Iran, conditional on ...

Another Day, Another Deadline’, but this one feels more significant and less TACO-prone. Having warned that stocks face a ...

Uddrag fra ABNamro Eurozone inflation jumped in March to 2.5% y/y from 1.9% in February, in line with our forecast but a ...

Tesla reported a disappointing first quarter, delivering 358,023 vehicles worldwide, falling short of Wall Street ...

Uddrag fra internationale medier, blandt andet AP Trump declares ‘core strategic objectives met’, threatens 2-3 more weeks of bombing, no mention of ceasefire Iranian President Masoud Pezeshkian has ...

No mention of ceasefire while vowing to keep hitting Iran ‘extremely hard’ in Wed. night Trump speech. Escalating tit-for-tat ...

Some disconnects Here is a collection of cross-asset macro charts that matters now. Markets have mostly priced a rates shock, ...

Second downed pilot recovered after US Special Forces raid and firefight inside Iran. Fire Breaks Out At Kuwait Oil Ministry ...

Markets will be happy to put the brutal month of March in the rearview mirror, which until yesterday’s explosive short ...