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US equities are trading higher on Tuesday as crude prices ease and a wave of stronger-than-expected first-quarter earnings reinforces the thesis that profits, not policy, are doing the heavy lifting in this market.

Oil Shockwave: Middle East Crisis Sends 2027 Prices Into Orbit - The deteriorating oil crisis in the Middle East is gradually pushing up oil price expectations not only for this year but also for 2027 ahead, with market participants worried about the viability of Gulf exports even if the current dou

The Pound Sterling (GBP) rises by over 0.20% against the US Dollar (USD) as risk appetite improves. The ceasefire between the US and Iran, although fragile, is holding, pushing Oil prices and the USD lower and US equities higher.

Scotiabank strategists Shaun Osborne and Eric Theoret highlight that the Euro (EUR) is flat versus the US Dollar (USD), with EUR/USD stuck in a range as markets weigh conflict-related inflation risks and a hawkish European Central Bank (ECB) stance.

Commerzbank’s Barbara Lambrecht notes that since the Iran war began, Oil has been the main driver of Gold, via inflation and rate expectations. Gold briefly stabilized near USD 4,600 per ounce before slipping below USD 4,550 on stronger US data and higher Oil.

Rabobank’s Senior FX Strategist Jane Foley notes the US Dollar Index (DXY) is trading near key moving averages, with markets reluctant to extend USD longs despite renewed Middle East tensions.

OPEC’s second-largest producer, Iraq, is offering huge discounts of up to $33.40 per barrel off the official selling prices for its crude that has to move through the Strait of Hormuz. Iraq’s oil production and exports have been severely crippled due to the hostilities in the Middle East and the de

Bob Savage at BNY emphasizes that investors are using traffic through the Strait of Hormuz as a key gauge of energy risk, with ceasefire doubts keeping volatility high. A potential U.S.

Societe Generale’s commodity team notes that Brent prices rose nearly 4% on the day the UAE announced its exit from OPEC and OPEC+, as Hormuz-related tensions overshadowed what would normally be a bearish supply shock.

Brown Brothers Harriman’s (BBH) Elias Haddad notes that risk sentiment remains resilient even as US–Iran tensions flare, with Brent Oil easing and the US Dollar Index (DXY) consolidating below its 200‑day average.

Rabobank’s Senior FX Strategist Jane Foley expects interest rate differentials to support an upward bias in EUR/USD in the second half of the year, but sees Euro gains capped by Eurozone growth headwinds from the current supply shock.