The war in Iran has persisted far longer than anticipated, driving sustained increases in global commodity prices. These pressures are now filtering into downstream products derived from crude oil, particularly jet fuel (Figure 1). As fuel costs rise, airlines are...
Over the past three weeks, the escalation of conflict in the Middle East has coincided with a clear increase in Brent crude prices, reinforcing the expectation of near-term upward pressure on CPI through the energy channel. However, focusing solely on oil overlooks...
It’s been more than 2 weeks since the US-Israel joint combat mission against Iran began and the conflict doesn’t look like its going to end any time soon. Iran is doing everything it can to resist U.S.–Israeli forces, including using military force and causing...
Brent crude has surged from ~$70 to above $100 following the US-Israeli strikes on Iran and the near-closure of the Strait of Hormuz (Figure 1). Dutch TTF natural gas has jumped from the low $30s to above $55/MWh in a parallel move (Figure 2). Contemporaneous (0) and...
The US-Israel strike on Iran has pushed Middle East risk back to the center of global pricing. Crude has firmed into the low 70s while European gas prices spiked, and gold has extended an already sustained uptrend with a burst of volatility that suggests investors are...
On Feb 20, 2026, the Supreme Court ruled 6–3 (Learning Resources, Inc. v. Trump) that the International Emergency Economic Powers Act (IEEPA) does not authorize the U.S. President to impose tariffs, a power the Constitution assigns to Congress. Between our Feb 20,...
Page 1 of 1712345...10...>Last »
