Antoine Alves d'Oliveira

Oil: A Break Amid Persistent Tensions

While the ceasefire between the United States and Iran has triggered a cooling of prices, the path for supply to get back to normal remains a long one.

09 April 2026 at 07:34 pm AEST

European indices soar

And some are feeling the burn.

09 April 2026 at 12:55 am AEST

Iran Truce Triggers Sharp Pullback in Yields

However, a return to pre-conflict levels remains unlikely.

08 April 2026 at 07:32 pm AEST

Inflation takes center stage

Inflation will be at the heart of this week's agenda. It also remains the primary focus for the Fed, following the latest employment report, which was reassuring.

07 April 2026 at 08:21 pm AEST

The US economy no longer needs to create jobs

This is one of the most tangible effects of the tightening of immigration policy.

03 April 2026 at 12:08 am AEDT

The end of a month of chaos?

Just over a month ago, Donald Trump caught the world off guard by attacking Iran. Since then, the US President has been sending a steady stream of contradictory signals.

02 April 2026 at 02:58 am AEDT

March was an historic month for oil

And the rally may not be over yet.

01 April 2026 at 08:50 pm AEDT

They did everything to avoid this conflict: Now they want to finish the job

While Donald Trump appears to be seeking a way to get out of Iran, Gulf nations are looking to neutralize the Iranian threat once and for all.

01 March 2026 at 02:52 am AEDT

Is it the Right Time to Buy?

The conflict in Iran has rattled the US indices. However, analysts remain optimistic as valuations have significantly eased.

31 March 2026 at 08:53 pm AEDT

Rate Hikes Have Already Occurred

The conflict in Iran has reignited bets on central bank rate hikes. However, the market has already done the heavy lifting.

30 March 2026 at 09:06 pm AEDT

The world needs Gulf hydrocarbons. And their cash, too.

The conflict in Iran threatens to dry up this windfall.

28 March 2026 at 01:57 am AEDT

Oil, Equities, Bonds… Markets Put Trump Under Pressure

And it is the Iranians' best point of leverage.

26 March 2026 at 09:57 pm AEDT

Iran conflict reshuffles the pack of global diplomacy

Pakistan could emerge as the primary beneficiary of the shifting geopolitical landscape.

25 March 2026 at 11:34 pm AEDT

Wall Street Takes the Lead Again

Investors have been focused on Asia and Europe in recent months. However, the war in Iran has placed Wall Street back at the center of the global stage.

24 March 2026 at 08:48 pm AEDT

Rates: A pivot that fails to convince

Central banks have adopted a more hawkish tone, and markets have received the message loud and clear-perhaps even overreacting in the process.

23 March 2026 at 09:32 pm AEDT

The Million-Dollar Question: What Will Powell Do Now?

It is not just the future of the current Fed Chair that is at stake, but that of the institution itself.

20 March 2026 at 11:28 pm AEDT

The Fed and the transitory shock dilemma

As a general rule, economists believe that central banks should look through surges in energy prices. However, ignoring a transitory shock is far more difficult when inflation has remained above target for five years now.

19 March 2026 at 09:26 pm AEDT

The ECB facing the ghost of 2022

ECB members are still traumatized by the last wave of inflation. However, the context is now very different.

19 March 2026 at 04:05 am AEDT

UBS still neutral about Melia Hotels

The analyst maintains a "neutral" recommendation on the shares of Spain's leading hotel operator, with an unchanged target price of EUR8.6.

19 March 2026 at 12:23 am AEDT

The Fed was close to a soft landing. And now, there's Iran

The Fed was entering 2026 in a relatively comfortable position. However, the conflict in the Middle East is reshuffling the pack.

18 March 2026 at 09:06 pm AEDT

Between the US and Iran, a War of Attrition

The United States has undeniable military superiority. However, time is working against them.

17 March 2026 at 10:22 pm AEDT