Inflation Moves to the Rhythm of Oil (27 April-1 May)Continued tension in the Strait of Hormuz kept energy prices high and inflation risks in focus.
One Market, One Trigger: The Hormuz Effect (20-24 April)Commodity markets continued to swing between relief and renewed uncertainty, with each shift in the United States–Iran narrative quickly feeding into pricing.
Higher Costs Meet Slower Growth (13-17 April)Economic markets are moving in a tighter loop where energy supply, inflation pressure, and policy expectations feed directly into one another.
High Oil, Limited Relief (30 March-3 April)Energy tension continues to influence price behavior across currencies, commodities, and bond markets.
Markets Face a Cost Shock from Energy (23-27 March)Financial markets closed the week under pressure as rising energy costs, firm interest rate expectations, and ongoing developments in the Middle East reshaped the outlook for inflation and growth.
Dollar and Oil Tighten Their Grip (16-20 March)Financial markets began the week under the influence of escalating tensions in the Middle East and persistently high energy prices, factors that have strengthened the US dollar and pushed global bond yields higher.
Energy Surge Fuels Stagflation Fears (9-13 March)Escalating Middle East tensions and rising energy costs dominated global markets.
Conflict Drives Flight to Safety (2-6 March 2026)Rising tensions in the Middle East pushed investors toward safer assets.
