KG: Iran Responds to U.S. 15-Point Plan & Commodity Impacts on AI Chips, Materials

morning. Obviously a very headline driven market. So let's get out to KG.We've got so much talk of talks of a ceasefire. No confirmation yet. That is what is obviously keeping us cautiously optimistic here with the energy risk premium and obviously the data starting to flash these stagflationary warning signs.Obviously the OECD expecting inflation to pick up is something that's catching a lot of attention. But just walk us through the headlines you're watching as to what is feeding into the price action tod ...