Middle East tensions weigh on markets as inflation data takes focus

The most important US data release of the week will be the March flash CPI this afternoon. We expect headline inflation to ...

Escalating Tensions in the Strait: Impacts on Global Markets

The U.S.-Iran ceasefire appears increasingly fragile amid Israeli strikes on Lebanon and Hezbollah's retaliations, disrupting ...

S&P 500: A Euphoric Market With A Sobering Ceasefire And GDP Reality

The S&P 500's 2.2% rally ignores oil prices sitting 44% above pre-war levels and the 3%-12% downside potential as GDP impacts ...

Oil Market Turbulence: Gulf Tensions Reshape Global Economic Landscape

Amid renewed Gulf tensions, oil prices soared, straining global markets and hinting at prolonged inflation. With Iran ...

IMF Warns Middle East War Shock Is Crushing Global Economy With Oil and LNG Supply Collapse

The global economy, long described as resilient in the face of pandemic aftershocks and geopolitical fragmentation, is now ...

Fed Rate Cut Odds Improve After Ceasefire, But Remain Unlikely

Minutes from the most recent meeting of the Federal Reserve's policy committee confirmed what officials have said in recent ...

The Middle East paradox: How global energy shocks actually benefit the US economy

Although the stock market is now celebrating the announcement of a two-week ceasefire between the U.S. and Iran, recent ...

To raise or not to raise interest rates? ‘Several’ Fed policymakers are divided on rate hikes, March minutes show

The March Fed meeting came around three weeks after US and Israel struck Iran, which was followed by an intense conflict in ...