Oil prices have surged past $140 per barrel due to geopolitical tensions, intensifying inflationary pressures that collide with the Fed's 2%-inflation target. Institutional investors are shifting towards energy and real-asset hedges, while sentiment softens around growth-sensitive assets and rate-cut expectations. As emerging markets grapple with rising costs and food insecurity, central banks face mounting pressure to respond, complicating their monetary policies in a rapidly evolving economic landscape.
“Brent heading for a record monthly gain”
“Australia’s central bank will likely raise its benchmark rate three more times this year, according to Westpac”
“The Philippines said it increased its stockpile of petroleum products to 51 days”
“German inflation hitting its highest level in more than a year”
“on its already fragile finances”
“Brazil economists lifted their inflation forecasts through 2028 further above target”
“Exposure to energy imports is separating winners from losers in the global credit market”
“Brazil economists lifted their inflation forecasts through 2028 further above target as the war in Iran war pushes up global fuel prices and prompts investors to scale back bets on monetary easing.”
“There’s never been a more lucrative time to be an oil tanker owner”
“UBS is telling investors to seek protection against potential losses in emerging-market credit”
“bills surging at double the inflation rate over the past 30 years, according to a study released”
“Tankers that were carrying diesel toward Europe have switched course in the Atlantic”
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