Markets are breathing a collective sigh of relief following the news of an eleventh hour ceasefire between the US and Iran. But is this the beginning of a genuine off-ramp, or just a brief intermission before the next act? 

In this week's episode, we dig into what the ceasefire actually means for markets: will the US dollar sell-off continue? Does the move lower in oil prices have more room to run? How could the news impact global growth and inflation? And what could it mean for central bank rates? Have a listen to find out our thoughts on these and more!

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