Energy Markets
Morgan Stanley Scraps ECB Rate Cut Forecast as Middle East War Reignites Inflation Risks
Wall Street bank shifts to zero rate cuts through 2026 amid escalating Iran conflict, signaling deeper concerns about energy-driven price pressures in Europe.
Macron Warns Israel Against Lebanon Invasion as Mediterranean Crisis Deepens
French president calls potential ground operation 'a strategic error' while deploying warships and evacuating citizens from wider regional conflict.
OBR Warns Iran Conflict Could Deliver ‘Significant’ Hit to UK Economy as Gilt Yields Spike
The fiscal watchdog flagged Middle East tensions as a key risk to its forecasts as 10-year gilt yields jumped to 4.30% amid renewed inflation fears and energy market turmoil.
Global Conflict Zones Reshape Markets as Energy Chokepoints and Defense Spending Hit Record Levels
Ukraine grinds through its fourth year while Middle East strikes disrupt 20% of oil flows, driving defense stocks to tech-tier valuations and supply chain costs up 8%.
Russia Condemns U.S.-Israeli Strikes on Iran, Exposing Limits of Moscow-Tehran Alliance
Moscow's rhetorical condemnation of the attacks reveals the transactional nature of its relationship with Tehran, as energy markets brace for retaliation across a region that supplies 20% of global oil.