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Global Financial Markets

A different kind of crisis than in the past

Thursday, 09 April 2026, written by Edward Markus

For now, the economic damage caused by the war in Iran appears to be manageable as long as oil prices remain below $120 per barrel. Above that level, the consequences could quickly become more severe. But will the ceasefire lead to a lasting agreement? And what other factors are currently driving the direction of currencies, interest rates, and shares?

This report is published: Bi-weekly

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Previous reports

Is “buy the dips” still the right strategy?

Thursday, 26 March 2026

“Buy the dip” has been the dominant strategy for years. But with geopolitical risk skyrocketing, booming energy prices, inflation risks returning and policy flexibility shrinking, that assumption may no longer hold. This report explains why and what it means for equities, EUR/USD and interest rates, among others.

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TACO Trump

Thursday, 12 March 2026

Will the Iran war force the ECB and Fed to shift their monetary policy due to higher inflation and slowing growth?

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What does war in the Middle East mean for the markets?

Monday, 02 March 2026

The war in Iran is putting pressure on energy prices, inflation expectations, and central banks. Will the Strait of Hormuz remain open? Should we expect interest rate hikes rather than cuts? And what does this mean for the S&P 500, government bonds, and EUR/USD? This report outlines the market impact of the Iran war in an environment of ongoing uncertainty.

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Eddy's Weekly Market Insight

Friday, 10 April 2026

Eddy's Weekly Market Insight

From Oil Disruptions to Inflationary Pressures: No one knows how the situation in the Middle East will evolve. We see three possible scenarios...
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— Edward Markus, Founder & Chief Economist