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Oil Drives Inflation Pricing, Dollar Index Firm, Asian Equities Pressured

Risk-off deepens as Iran conflict drives supply fears; yields and inflation expectations rise, dollar firms, equities weaken.
19 March 2026

ZEW Economic Sentiment, Eurozone Inflation Confirmed Softer

ZEW sentiment plunges; Fed seen on hold, dollar eases, inflation stays subdued, and Chinese firms boost FX hedging amid yuan strength.
18 March 2026

Latest reports

Climbing the (Escalation) Ladder

Hormuz risks drive oil volatility as Iran escalates attacks, LNG hit, supply fears rise, and WTI/Brent spread widens.
16 page report
19 March 2026

Brent Eases to $109.42/bbl

Iran strikes hit LNG, cut Qatar exports; Shell Pearl halts, Israel damage limited, US may release Iranian oil to boost supply.
4 page report
19 March 2026

Risk Shifts Into VLSFO

Very Low Sulphur Fuel Oil (VLSFO) has maintained strength this week, with players risk-on across the front complex, in contrast to HSFO.....
19 March 2026

Brent Trades Up To $118/bbl

Brent tests last week's $118 high; escalation of attacks by Israel and Iran on gasfields; Iran strikes GCC refineries
4 page report
19 March 2026