The Stakes Get Higher We’re in week two of conflict in the Middle East. Since last week’s column, oil nearly reached $120/bbl on Sunday night as supply disruption concerns collided with low overnight liquidity. It then fell below $90/bbl Monday afternoon after US President Trump said the war could be ending soon. That’s a swing of…Read more
At a Glance As shockwaves from the war with Iran upend global energy markets, the focus will be on inflation here in the U.S. Crude oil prices have spiked since fighting broke out at the end of February, and consumers are already seeing higher prices at the gas pump. Over time, higher energy costs can…Read more
All You Can Eat Uncertainty The conflict that erupted in the Middle East over the past week has presented a new set of challenges and uncertainty for the global economy and markets. Unfortunately, markets were already on edge because of the recent sell-off in software stocks, crypto and private credit companies. So far, Energy stocks…Read more
