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...
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Daily Market Pulse
Economic Update 11 May 2026 6 minute read
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...
Economic Update 13 Apr 2026 6 minute read
Oil spikes, the USD edges higher and data takes a back seat
Talks between the US and Iran did not progress toward a lasting agreement, prompting the US President to announce that all...
Economic Update 07 Apr 2026 7 minute read
Energy tensions, political uncertainty and key data keep markets on edgebrace as the Strait deadline draws near
Energy prices, politics and major data releases drive FX markets, shaping risks for USD, GBP, EUR, CAD and MXN this week.
Economic Update 30 Mar 2026 6 minute read
Geopolitics tests the dollar’s resolve as data queues up
The US continued to deploy additional troops and equipment to the Middle East, reinforcing naval and ground capabilities. This reflects a dual-track approach that...
Economic Update 23 Mar 2026 6 minute read
Markets brace as the Strait deadline draws near
The deadline for the re‑opening of the Strait of Hormuz approaches, yet recent developments suggest limited movement on the ground. Reports indicate further...
Economic Update 16 Mar 2026 7 minute read
Risk appetite fades as views on rate cuts shift
Problems in the Middle East continue, and the Strait of Hormuz remains impassable. The disruption increasingly affects more than the flow of...
