Are Markets Getting Used to Trading Geopolitics?

The transcript discusses the sensitivity of the crude market to geopolitical risks, highlighting the impact of systemic risks on market reactions. It explores the relationship between inflation expectations in Europe and the US with crude prices, influenced by central bank actions. The analysis extends to currency valuations, particularly the dollar and Swiss franc, emphasizing the timing of investments amid Fed policy changes. The discussion concludes with the dollar's role as a haven during geopolitical tensions, especially concerning the Middle East and Russia-Turkey relations.

In what ways do central bank reactions influence the crude market?

What factors contribute to the dollar being considered expensive against other currencies?