Iran Ceasefire: What’s next for markets?

Global markets surged following the recent de-escalation in the Iran conflict. Yet, a "war premium" remains, as investors weigh potential downside risks across assets and the persistent threat of energy-driven inflation. Host Tony Pasquariello, global head of hedge fund coverage in Global Banking and Markets, is joined by Joshua Schiffrin, chief strategy officer and head of financial risk of Global Banking and Markets, and Dominic Wilson, senior markets advisor in the Global Markets Research Group, for their monthly rundown of markets and macro. Recorded on April 8, 2026 [00:00] Introduction [00:13] Ceasefire and Market Impact [01:42] Commodity vs. Equity Markets [03:20] US Equity Resilience [06:20] Inflation Outlook Shift [07:56] Front-End Rate Selloff [13:01] Safe Haven Performance [15:50] AI and Earnings Growth [18:07] Geopolitical Implications of the War [19:07] US Capital Destination Debate [24:23] Favorite Recent Discoveries