A ceasefire... of sorts.
A ceasefire… of sorts. That’s the best way to describe the latest developments in the Middle East, where headlines point to de-escalation, but reality tells …
March 27, 2026
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Too early to price out the war
Investors can’t wait to be pricing out the war and pricing in a peace rally—but it’s simply too early. Iran has rejected the US proposal …
March 26, 2026
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Middle East war hits global economic activity
Middle East tensions and war headlines remain the key market driver, but US’s efforts of de-escalation are offering some relief despite no material easing of …
March 25, 2026
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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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