Geopolitical risks are back on the radar with Iran’s missile and drone attack on Israel. While market response was subdued in early Asia, volatility and nervousness is likely with eyes on any further headlines coming out of the Middle East. Oil prices remained bid after pricing in substantial risk premium in the last few weeks, while momentum in Gold extended further. In equities, energy and defense stocks will be in focus, while bonds could also get a safety bid. In FX, dollar remains the ultimate safe-haven, while negative energy shock could be a headwind for EUR. {table} Equities: On Friday in the U.S., the Nasdaq ... (full story)