Sources

Bloomberg — 2026-04-08#

Lead Story#

The US and Iran have agreed to a two-week ceasefire, an eleventh-hour diplomatic breakthrough brokered with the help of Pakistan that temporarily halts the American-Israeli military campaign and backs President Donald Trump off threats of a wider escalation. The agreement triggered a massive global relief rally, sending Brent crude tumbling 16% below $100 a barrel and launching European stocks to their biggest advance since 2022. However, the truce remains extraordinarily fragile: the Strait of Hormuz remains largely blocked as hundreds of trapped vessels await safe passage, Israeli strikes continue in Lebanon, and Iranian officials are already claiming the agreement has been violated. US Vice President JD Vance will lead a delegation to Islamabad this weekend in an attempt to forge a lasting peace agreement.

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Bloomberg — Week of 2026-04-04 to 2026-04-10#

Story of the Week#

A volatile US-Iran military conflict sent global markets on a wild ride this week, culminating in a fragile, Pakistan-brokered two-week ceasefire ahead of critical talks in Islamabad. The escalating crisis effectively choked off the Strait of Hormuz, igniting a devastating energy shock that sent gasoline prices skyrocketing and forced an abrupt reassessment of central bank rate-cut timelines globally. Although a mid-week truce triggered a massive relief rally that dragged oil below $100 a barrel, enduring maritime gridlock and escalating secondary conflicts ensure the geopolitical risk premium remains heavily priced into global assets.