Neither Expensive Oil Nor Rising Inflation Can Halt the Markets
With oil above $100 per barrel and inflation rising, Wall Street is betting on continued growth even as geopolitical risks mount.
Artificial Intelligence Is Rewriting the Rules of the Job Market
Investors are still betting on the AI boom despite rising oil prices and geopolitical risk. But in the US labor market, the first …
Wall Street Celebrates a Ceasefire That Is Not Yet Peace
Markets are being driven higher by euphoria over artificial intelligence and the prospect of a deal with Iran. But the bill for th…
Wall Street Hits Records as Inflation Risks Mount
The disconnect is widening: AI-driven gains are pushing Wall Street to record highs even as inflation and the Iran conflict weigh …
Markets Price in Peace That Does Not Exist
Markets are rallying on hopes of de-escalation in the Middle East – but falling gas prices, low storage levels and collapsing ship…
Wall Street Buys the Peace Illusion While Oil Markets Panic
Optimism keeps stocks high, but oil prices signal a long road to normality. Physical scarcity is reshaping the market.
Markets Shrug Off Geopolitics, Stagflation Risk Builds
Geopolitics no longer scares markets, but creeping stagflation poses a growing risk, compounded by investment advice from a presid…
Iran Crisis Fuels Illusion of Calm as Oil and Gold Signal Inflation
The Iran ceasefire has calmed markets. Yet elevated oil prices and a paradoxical rise in gold signal the return of an old enemy: i…
To get rich in markets, read the White House’s mood
The markets may be dancing to Trump’s tune, but the real threats lie in a creeping economic shock in Europe and a bursting private…
Markets lose faith in Trump’s grip on the Iran conflict
The turmoil surrounding Donald Trump’s handling of the Iran crisis is rattling markets and pushing Europe towards stagflation. Tra…
Three horsemen of a downturn: war, oil shock and debt
The Iranian conflict is not unfolding as expected. The operation is taking longer than Donald Trump – and the financial markets – …
Markets shrug off Iran war, but bonds flash warning
While equities remain calm, the bond market is already signalling rising concerns over US debt.
The psychology of war and market manipulation
Donald Trump appears to be using his rhetoric to influence public expectations in an effort to prevent rising oil prices, higher a…
Oil sets the tone, gold falls, bitcoin holds steady – something is out of place in the market
The war is escalating, central banks are holding back and equity markets are pricing in peace. Yet gold is falling against expecta…
Central banks face inflation dilemma as oil shock deepens
The protracted conflict continues to push up commodity prices. The Fed has adopted a wait-and-see attitude, Australia is already t…