# US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan

Page: https://stenobird.com/podcast/moving-markets-5478198/us-iran-de-escalation-and-south-korea-s-usd-1-3-trillion-spending-plan
Text version: https://stenobird.com/podcast/moving-markets-5478198/us-iran-de-escalation-and-south-korea-s-usd-1-3-trillion-spending-plan.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-06-29T06:55:49+00:00
Episode link: https://share.transistor.fm/s/922a2f1a
Audio file: https://media.transistor.fm/922a2f1a/2bba74ec.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/us-iran-de-escalation-and-south-korea-s-usd-1-3-trillion-spending-plan
Duration seconds: 987

## Resource

US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper enthusiasm. Markus Wachter from our Technical Analysis team talks about the change in the technical picture of the US dollar, why they do not expect the S&P 500 to fall into correction territory, and the outlook for gold. Meanwhile, Richard Tang, Head of Research Hong Kong, gives an update on Asian equity markets, including his thoughts on why China’s stock market has been disappointing lately. (00:00) - Introduction: Helen Freer, Product & Investment Content (01:01) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:47) - Technical Analysis update: Markus Wachter, Technical Analysis Research (09:22) - Asia update: Richard Tang, Head of Research Hong Kong (15:40) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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