A surge in energy prices is rippling through equities, bonds and currencies as investors abandon hopes for quick rate cuts and brace for a more inflationary second quarter. Global markets are ending
The 2026 oil shock is not just a geopolitical story but a reminder that investors have spent too long treating energy risk as a temporary nuisance rather than a core macro variable.
Crude’s renewed climb is pulling inflation risk back into focus, pressuring metals and reshaping investor expectations across energy, rates and consumer markets. Oil again became the center of the commodity market’s attention
Crude prices climbed sharply as renewed U.S.-Iran friction clouded hopes for normalized Gulf exports, reviving inflation risks across global commodity markets. Oil markets are again pricing diplomacy by the hour. Brent crude
Crude prices rose as escalating U.S.-Iran tensions threatened Middle East energy flows, sharpening concerns that a prolonged supply shock could spread from fuel markets into inflation, interest rates and global growth. Oil
A renewed security scare near the Strait of Hormuz lifted crude prices, but the broader commodities market remains caught between geopolitical risk, slowing demand signals and resilient haven buying. Oil markets began
A diplomatic push to halt the U.S.-Iran conflict eased pressure on energy markets, sending oil lower and giving global equities a reprieve after weeks of geopolitical strain. Global investors moved back toward