Markets brace for Iran risks as SpaceX IPO buzz builds

Geopolitical tensions alter oil supply outlook as markets react to falling U.S. Treasury yields and tech stocks rally before earnings

Markets are navigating a volatile week as fears of renewed conflict involving Iran reshape oil supply expectations and investor sentiment.

Kyle Rodda from Capital.com breaks down how geopolitical tensions are driving fresh uncertainty across global markets, while traders watch closely for the next move in crude prices.

Meanwhile, US Treasury yields are falling as investors reassess the Federal Reserve outlook, with markets increasingly pricing in potential policy shifts ahead.

Rodda explains what the bond market is signalling and how changing rate expectations could impact equities, currencies, and broader investor confidence.

Tech stocks are also back in focus, with chipmakers rallying ahead of Nvidia’s highly anticipated earnings report and fresh speculation around SpaceX’s future IPO ambitions adding to market excitement.

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