War in Iran: Part II - Navigating Market Uncertainty

Weeks into the war in Iran,  financial markets are grappling with heightened uncertainty. The conflict has disrupted key energy routes, including the Strait of Hormuz, pushing oil prices higher and increasing global inflation risks. Equity markets, particularly in Europe and Asia have reacted sharply as investors reassess growth, inflation, and risk sentiment.

Join Saxo's John J. Hardy, Global Head of Macro Strategy and Ole Hansen, Head of Commodity Strategy
for a follow up discussion focused on:

• The evolving geopolitical landscape
• How energy markets are responding and the risks of further disruptions
• The impact on global equities, currencies, and commodities
• What investors can do to navigate volatility and position portfolios in a fast‑changing environment

The goal is to bring some clarity to an uncertain moment and help you understand what lie ahead. 

We hope you can join us.