This Morning Markets update with our Investment Director, Paul Durrans analyses how global equities have rebounded despite renewed Middle East tensions and disruption risks around the Strait of Hormuz. We will also look at how oil has moved back above $100 and how inflation pressures are back in focus, just as earnings season begins.

Sebastian Mackay, Investment Director, and Lexi Herriot, Investment Analyst, discuss the ceasefire between the US and Iran, the positive impact on equity markets and the receding expectations of interest rate hikes in the bond market.

Paul Durrans, Investment Director, discusses the cautious optimism in markets, as shipping traffic through the Strait of Hormuz shows signs of improvement. As President Trump issues further ultimatums to Iran, it’s unclear whether sentiment will remain positive, but global equities and bond markets posted positive over last week.

Kevin Kidney, Head of Investments, and George Bell, Investment Director, discuss the economic disruption from the US-Iran conflict, President Trump’s announcement, which may signal an end in the near future, and the political will from US leaders to cap the inflationary push.

Matt Henderson, Portfolio Manager, discusses the policy response to rising oil prices as the conflict between the US and Iran continues, as well as the affects on inflation and the path of interest rates.

Kevin Kidney, Head of Investments, and Sebastian Mackay, Investment Director, discuss the ongoing global economic consequences of the middle-east conflict that continues to to create uncertainty in markets.

Paul Durrans, Investment Director, covers the ongoing conflict between the US and Iran and how mixed messages from President Trump is creating political uncertainty and a challenge for markets and central banks.

Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss the asset class moves, inflationary consequences of the ongoing conflict between the US and Iran, and how US and UK Central Banks are reacting to it.

Kevin Kidney, Head of Investments, discusses the path of inflation, the upcoming major central bank meetings, and if the events unfolding in the middle-east could affect interest rate trajectories for the US, UK, and Europe.

Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the economic consequences of higher oil prices, highlighting the sharp contrast for the UK and US, should the ongoing conflict in the Middle-East persist. They also look at impact of this week's UK and US economic data on financial markets.