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.
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
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