Theatre of the Absurd
Markets are trading in what increasingly feels like a Theatre of the Absurd, where headlines shift faster than investors can process them. Within hours, escalation …
March 24, 2026
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Narrative changes hands
The narrative is changing hands. What once looked like a US-driven escalation is now evolving into a more complex standoff where Iran is increasingly shaping …
March 23, 2026
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Oil pulls back, but risks remain elevated
Oil prices are softer this morning as US and Israel are trying to gain control of the situation in the Middle East, but the big …
March 20, 2026
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‘No one knows’
Relief in oil markets proved short-lived. Energy prices rebounded on fresh escalation of tensions in the Middle East. Higher energy prices keep the central bankers …
March 19, 2026
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Fed decision day!
Crude oil moves up and down on Middle East headlines. Rising energy costs continue to weigh on global economies, compounded by US tariffs and AI …
March 18, 2026
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RBA fires the first hawkish shot as oil settles near $100pb
The RBA fired the first hawkish shot, raising its cash rate by 25bp to counter renewed inflation pressures, just as oil prices remain volatile amid …
March 17, 2026
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