Geopolitical shockwaves from the collapse of the Iran deal are driving a sharp risk-off rotation, spiking oil prices and weighing heavily on equities.

Theme: Geopolitical shockwaves from the Iran deal collapse are driving a risk-off rotation, spiking oil and weighing on equities while the VIX remains deceptively low.

Focus: XLE (news-driven), VIX (flow), QQQ (sector-rotation), SPY (technical), XAUUSD (contrarian), USDJPY (policy-divergence), EURUSD (macro-data), BTCUSD (correlation)

In this episode:

• Market Snapshot
• Earnings & Filings
• Economic Data
• Risk Radar
• Look Ahead

London Session

AI-generated market analysis by ShadowQuant (Aries Labs). Not financial advice. Past performance  ...