Research Briefing
The closure of the Strait of Hormuz has cost the global economy dearly. But Hormuz is one of around 30...
Research Briefing
The closure of the Strait of Hormuz has cost the global economy dearly. But Hormuz is one of around 30...
Research Briefing
The renewed hostilities between the US and Iran suggest that a long-term reduction in shipping through the Strait of Hormuz...
Research Briefing
The ongoing US-Iran tensions may impact oil prices and global growth, but a complete closure of the Strait of Hormuz...
Research Briefing
Explore the current economic landscape shaped by US/Iran tensions, wealth inequality, and shifting consumer behavior in the financial markets.
Research Briefing
President Donald Trump’s declaration that the ceasefire between the US and Iran is allegedly over has only highlighted the fragile...
Research Briefing
The conflict in the Middle East is, hopefully, coming to a close. However, the subsequent fall in global oil prices...
Oxford Economics expects GCC activity to rebound within 1–2 years after a peace agreement, though investment, tourism and capital flows...
Research Briefing
The recent US-Iran agreement aims to stabilize oil markets, but uncertainties and regional tensions may slow progress in shipping through...
Research Briefing
The Middle East conflict is affecting global energy prices and Asia's industrial production, with challenges for exports and opportunities in...
Research Briefing
Fertiliser prices are set to rise significantly, impacting farmers globally, especially in developing countries. Discover the full implications for agriculture.
Research Briefing
The US-Israel war with Iran reinforces a long-standing narrative but rewrites a few key chapters.
Research Briefing
Safety concerns dampen near-term travel, though future growth expectations hold firm in the Middle East.
Research Briefing
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing...
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
Research Briefing
A sharp escalation in the US–Israel war on Iran has triggered a major shock across global energy and travel markets.
Research Briefing
Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...