In this episode of The European Market Brief, Mark Longo is joined by Dr. Russell Rhoads (IU Kelley School of Business), Steve Sosnick (Interactive Brokers), and Matt Riley (Eurex) to dissect a rapidly shifting landscape. With the Iran conflict crossing the one-month mark, the panel explores why the "shock and awe" expectations of a quick resolution have evaporated, replaced by fears of a lingering market impact through the end of the year. Key Topics Covered: <ul data-path-to-node="10"> <li> The VSTOXX 30-Handle: We haven't seen these levels in a year. Is the current spike justified, or are traders "once bitten, twice shy" after the quick recoveries of 2025? </li> <li> The Great Divergence: Why the U.S. and Europe are splitting on rate expectations—from "endless cuts" to potential hikes. </li> <li> Free Data for the "Eurex-Curious": Steve Sosnick breaks down Interactive Brokers' new initiative providing free real-time Eurex data for retail and institutional traders. </li> <li> Rotation vs. Repatriation: Is the "Sell America" trade real? Why investors are looking at the STOXX 600 for value and diversification away from the Mag 7. </li> <li> The Red Phone: The team answers listener questions on the Brent/WTI spread and whether the U.S. Midterms are actually being priced into European vol. </li> </ul> This episode is brought to you by Eurex—the home of Euro STOXX, VSTOXX, DAX, and European rates derivatives.

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The European Market Brief 21: Eurozone Volatility in the Wake of the Iran Conflict

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