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Economic Update 15 Jun 2026 6 minute read

Markets cautious as US-Iran progress leaves key gaps

News flow from the Middle East, following discussions between the UAE and Iran, has been constructive...

Economic Update 08 Jun 2026 7 minute read

USD strength builds as inflation data looms

Iran has launched a new offensive against Israel, in retaliation for further Israeli strikes on Hezbollah targets in...

Economic Update 26 May 2026 5 minute read

Oil rebounds and dollar firms as strikes unsettle markets

Over the long weekend, optimism increased that an interim agreement between the US and Iran could lead to the...

Economic Update 26 May 2026 7 minute read

Will US yields stay high even if tensions ease?

Over the weekend, negotiations between the US and Iran continued, although talks were interrupted by renewed attacks from...

Economic Update 18 May 2026 5 minute read

Sterling waits on data while geopolitics lifts energy prices

UK political discourse continues to circle a potential leadership contest, although no candidate has yet moved decisively. Recent commentary from...

Economic Update 11 May 2026 6 minute read

Markets absorb familiar tensions as focus turns to inflation

The US and Iran have rejected each other’s proposals, extending a pattern that markets have absorbed over recent weeks. Oil and the...

Economic Update 05 May 2026 7 minute read

From Hormuz to payrolls, markets test their assumptions

Over the past 72 hours, tensions between the US and Iran have intensified, with military activity reported in the Strait of Hormuz...

Economic Update 27 Apr 2026 7 minute read

Markets brace for policy signals as politics and prices collide

Iranian negotiators departed Pakistan before the US delegation arrived, prompting the US President to state that peace talks were off and...

Economic Update 20 Apr 2026 8 minute read

Markets trade Middle East noise while central banks stand still

Over the weekend, Iranian naval vessels fired on an oil tanker that had previously been cleared for passage through the Strait of Hormuz...

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