This is one of the most-confused and confusing periods in markets that I can ever remember. This is one of the most-confused and confusing periods in markets that I can ever remember. The leaks out of war are coming from at least four separate directions: The US Iran Israe
FUNDAMENTAL OVERVIEW USD: The US dollar has come under renewed pressure despite the lack of progress in the US-Iran negotiations and the Strait of Hormuz closure. FUNDAMENTAL OVERVIEW USD: The US dollar has come under renewed pressure despite the lack of progress in the US
Economic outlook 2026-2027: Advanced economies face the risk of stagflation Before the outbreak of war in the Middle East in late February, our 2026 forecasts for the major advanced economies pointed to higher growth and lower inflation. Economic outlook 2026-2027: Advance
Oil: Prices supported by US-Iran stalemate – ING ING analysts Warren Patterson and Ewa Manthey note that Oil has rallied strongly as US-Iran peace talks stall and energy flows through the Strait of Hormuz remain... Oil: Prices supported by US-Iran stalemate – ING ING analy
ING analysts Warren Patterson and Ewa Manthey note that Oil has rallied strongly as US-Iran peace talks stall and energy flows through the Strait of Hormuz remain constrained. ING analysts Warren Patterson and Ewa Manthey note that Oil has rallied strongly as US-Iran peace
FUNDAMENTAL OVERVIEW Oil prices continue to edge higher amid the lack of progress in the US-Iran negotiations and the Strait of Hormuz closure. FUNDAMENTAL OVERVIEW Oil prices continue to edge higher amid the lack of progress in the US-Iran negotiations and the Strait of H
FUNDAMENTAL OVERVIEW Gold has been stuck in a consolidation for almost a month now despite lower real yields, looser financial conditions and a weaker US dollar. FUNDAMENTAL OVERVIEW Gold has been stuck in a consolidation for almost a month now despite lower real yields, l
Chinese Hengli Petrochemical saw its shares drop sharply by 10% today following the United States’ imposition of sanctions on the company, alleging it bought crude oil from Iran despite U.S. sanctions on the industry. Chinese Hengli Petrochemical saw its shares drop sharpl
The quiet before the storm: Geopolitics, central banks, and earnings According to Axios, Iran presented the US with a fresh deal regarding the reopening of the Strait of Hormuz – an offer that saw Asia-Pac stocks trade higher overnight, while oil prices modestly pared some of...<
Societe Generale analysts argue that Iran’s ability to sustain full oil production under the U.S. blockade is time‑limited by onshore storage and floating stocks. Societe Generale analysts argue that Iran’s ability to sustain full oil production under the U.S. blockade is
ادخل بحساب جوجل لمشاركة رأيك والتفاعل مع الأخبار — بلا كلمة مرور.
إيميلك يبقى موثّقاً وخصوصيتك محفوظة.