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Soaring fuel prices due to Middle East conflicts have accelerated global EV adoption, with sales projected to reach nearly 30% of all car sales this year. This shift poses long-term downside risks fo…
Rising CPI (3.8%) and 30-year Treasury yields at 2007 highs make a September Fed rate hike near-certain. Geopolitical tension in the Strait of Hormuz has spiked oil prices, fueling inflation and favo…
IEA reports EV sales surged 35% in Q2 2026 as Middle East oil crisis spiked fuel prices, pushing 2026 EV market share to 29%, benefiting EV makers and sustaining elevated crude prices.
Trump's new tariffs on 60+ trading partners add to inflation pressures already driven by Iran war oil shocks, AI chip pricing power, and broad price increases, complicating the Fed's July 29 rate dec…
Prolonged Strait of Hormuz closure has driven Brent past $100 and WTI to $92, with physical cargoes trading far above futures. Banks are sharply raising oil forecasts amid fears of a full blockade, t…
Despite Strait of Hormuz closure fears and $150-$200 oil forecasts, prices stayed contained (WTI ~$85, Brent peaked ~$126) due to China demand cuts, US production records, SPR releases, and Saudi rer…
Asian shares rallied on AI stock rebound as Iran conflict pushed Brent above $96. US futures dipped after Alphabet's earnings beat failed to lift shares and Tesla profits fell, both dropping sharply …
Gold reclaimed $4,000 as oil surged past $90 on escalating US-Iran conflict. Fed officials pushed for further rate hikes, reviving inflation fears and pressuring non-yielding bullion despite safe-hav…
Tech stocks (CDNS, DOMO, PUBM) sold off as a US naval blockade on Iran pushed Brent crude above $85/barrel, raising expectations the Fed will hold rates higher, pressuring AI/software valuations and …
A reinstated U.S. naval blockade on Iran pushed Brent crude above $85, fueling expectations the Fed holds rates higher for longer. This hit tech valuations, causing profit-taking in AI infrastructure…
Reinstated U.S. naval blockade on Iran pushed Brent above $85/barrel, raising rate-hold expectations and pressuring software/tech stocks like Zoom, AppLovin, and Doximity amid deteriorating macro sen…
Rising oil prices and producer inflation have heightened fears of a tighter Fed monetary policy. The Nasdaq 100 has faced significant losses, while Bitcoin struggles to act as a hedge, witnessing mas…
JPMorgan warns that the Strait of Hormuz tanker crisis could drive oil prices higher, potentially triggering energy inflation. Persistent supply declines and geopolitical bottlenecks threaten U.S. ec…
Dollar strengthens to six-week peak on robust US economic data amid mixed Middle East peace signals. Yen weakens despite intervention as rate differentials favor USD. Emerging Asian currencies pressu…
Dollar strengthens to six-week highs on robust US economic data and Middle East geopolitical uncertainty. Yen weakens despite intervention concerns; emerging Asian currencies pressured by oil shocks …
Japan's Q1 GDP beat forecasts at 2.1% annualized growth, but the Iran war energy shock threatens Q2 contraction and may force the BOJ to delay rate hikes, complicating monetary policy decisions.
Bank of Canada held rates at 2.25% on April 29, citing energy-driven inflation while acknowledging trade and geopolitical risks. Governor Macklem signaled caution, with future rate moves likely small…
Eurozone inflation rises due to oil shocks amid Middle East tensions. Dollar weakens but may face volatility as Japan intervenes. Global markets rebound on de-escalation hopes despite large monthly l…
Global equities rose on hopes of a Middle East conflict de-escalation despite a turbulent month marked by rising oil prices and inflation fears. Eurozone inflation exceeded ECB targets amid energy sh…
Investor Jordi Visser argues Bitcoin's original purpose is resurfacing amid complex macro pressures limiting the Fed's inflation control, positioning BTC as a strong hedge in a highly indebted, infla…