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Week Ahead
A third up week brought the US Indexes to new all-time records, fuelled by speculation that the Strait of Hormuz could soon be open. But it is not to be, with…
Week Ahead
The battle for Hormuz is about to start, with the US commanding a blockade of the region, after the failed talks in Pakistan. Oil rebounds above $100. There is a component…
Week Ahead
Last minute ceasefire for 2 weeks agreed between the US and Iran shortly before the President’s deadline; Hormuz reopened. Oil falls below $100. The March labour report was solid, with earnings…
Week Ahead
The war enters the fourth week, with no side relenting in its attacks against the other. Oil is just under $100 a barrel. Fear of added inflation reprice risk in credit…
Week Ahead
The war enters the third week, with no side relenting in its attacks against the other. Next week all major Central Banks will offer an assessment of the impact of high…
Week Ahead
The war between the US and Israel against Iran is taking centre stage: the US President says that it is ‘very complete, pretty much’. Oil shoots to $120 a barrel, before…
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