Author Archives: Amelia Waelend

Why this matters: The current oil shock central banks are facing has become one of the most important macro issues for global investors. With crude prices elevated and energy supply risk still affecting inflation expectations, markets are reassessing interest rates, equity valuations, credit risk and policy flexibility. ________________________________________ Markets Are Pricing Stability — Not Persistence […]

Why this matters:The most important global financial story today is the renewed rise in oil prices as US-Iran diplomacy remains unresolved and the Strait of Hormuz remains central to market risk. Brent crude has reportedly climbed to a three-week high, with negotiations still uncertain, while Iran has put forward a proposal to reopen the Strait […]