Economic Update 20 Apr 2026 7 minute read
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Markets trade Middle East noise while central banks stand still

Over the weekend, Iranian naval vessels fired on an oil tanker that had previously been cleared for passage through the Strait of Hormuz...

Economic Update 13 Apr 2026 6 minute read
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Oil spikes, the USD edges higher and data takes a back seat

Talks between the US and Iran did not progress toward a lasting agreement, prompting the US President to announce that all...

Economic Update 07 Apr 2026 7 minute read
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Energy tensions, political uncertainty and key data keep markets on edgebrace as the Strait deadline draws near(2)

The deadline for the re‑opening of the Strait of Hormuz approaches, yet recent developments suggest limited movement on the ground. Reports indicate further...

Economic Update 30 Mar 2026 6 minute read
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Geopolitics tests the dollar’s resolve as data queues up

The US continued to deploy additional troops and equipment to the Middle East, reinforcing naval and ground capabilities. This reflects a dual-track approach that...

Economic Update 23 Mar 2026 6 minute read
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Markets brace as the Strait deadline draws near

The deadline for the re‑opening of the Strait of Hormuz approaches, yet recent developments suggest limited movement on the ground. Reports indicate further...

Economic Update 16 Mar 2026 7 minute read
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Risk appetite fades as views on rate cuts shift

Problems in the Middle East continue, and the Strait of Hormuz remains impassable. The disruption increasingly affects more than the flow of...

Economic Update 09 Mar 2026 6 minute read
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Markets reassess rate paths amid rising oil prices and softer data

Oil prices moved beyond $100 per barrel overnight and briefly reached $119 during Asian trading, reflecting rising concerns about the...

Economic Update 02 Mar 2026 6 minute read
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Markets brace as Middle East tensions redraw the risk map

US and Israeli forces launched coordinated airstrikes on Iranian military and political sites over the weekend, targeting senior leadership figures...

Economic Update 23 Feb 2026 7 minute read
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Markets search for direction as tariff tensions resurface

US data released last week continued to offer mixed signals. Industrial production, the core PCE price index and housing...