Alle afleveringen
282 afleveringen, van nieuw naar oud
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Blockade and a hard place?
13 april 2026 · 8 min
Oil markets react as the U.S. says it will blockade the Strait of Hormuz following collapsed Iran talks, and U.S. President Donald Trump warns Americans to expect prolonged high fuel prices. And Europe sees a political shift after Hungary’s Viktor Orban is defeated at the polls. Lees meer
Today’s recommended read: Trump returns to weary and failing playbook with Hormuz blockade threat by Clyde Russell
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Week ahead: Markets look for reassurance
12 april 2026 · 7 min
Hungary votes today, in what could be the country’s most consequential election in years. This week’s bank earnings kick off with expectations still high, but investors will be listening closely for how Wall Street talks about geopolitical risk and private credit. Lees meer
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Week in Review: Whither the ceasefire
11 april 2026 · 7 min
Markets rallied after a US–Iran ceasefire announcement. But with shipping still stalled in the Gulf, oil infrastructure damaged, and fuel costs rising, the economic fallout is already being felt. Lees meer
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Oil markets remain tense despite a ceasefire
10 april 2026 · 8 min
Gas prices are climbing, crude is hitting records, and the latest data could show the biggest inflation jump in years. We explain how energy shocks ripple through the economy — and why the Fed’s “transitory” hopes are looking shaky again. Lees meer
Today’s recommended read: Ceasefire uncorks market relief, but outlook remains sobering, by Jamie McGeever
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A fragile ceasefire
9 april 2026 · 7 min
Markets cheered a ceasefire between Iran and the U.S. Less than 48 hours later, doubts are creeping back in — with oil flows still limited, the Fed reassessing inflation risks, and airlines warning of higher costs for consumers. Lees meer
Today’s recommended read: Refined fuel prices retreat in Asia, but still show supply stress, by Clyde Russell
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The ceasefire that markets want to believe
8 april 2026 · 8 min
The U.S. and Iran have agreed a ceasefire. Markets are surging, oil is down 15%, and suddenly a Fed rate cut is back on the table. Lees meer
Today’s recommended read: Iran war ceasefire pushes energy markets into twilight zone, by Ron Bousso
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Iran deadline approaches
7 april 2026 · 8 min
Global markets remain on edge as President Trump's Iran deadline looms with no sign of a quick resolution. Samsung's blockbuster profits lift Asian stocks briefly, while U.S. services data underline the Fed’s growing dilemma. Lees meer
Today’s recommended read: It's time to end the world's delusions over the Iran energy crisis, Clyde Russell
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Markets play the guessing game
6 april 2026 · 8 min
U.S. markets reopen after the long weekend to mixed signals as Trump sets a new Iran deadline, OPEC talks up higher output, and a surprisingly hot US jobs report lands, complicating the Fed’s inflation fight. Lees meer
Today’s recommended read: Iran war exposes frailties of 'no-hire' US economy by Jamie McGeever
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Week ahead: What the oil shock means for inflation
4 april 2026 · 8 min
Next week a new U.S. inflation report lands just as the fallout from the Iran war ripples through energy markets. We look at what the data could show, how energy prices are feeding through the economy, and how the Fed is thinking about its next move. Lees meer
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Markets space out
2 april 2026 · 8 min
President Trump’s Iran war address leaves markets uneasy. Plus, investors brace for U.S. jobs data. And far from Earth, NASA returns to the Moon as SpaceX prepares a record-setting IPO. Lees meer
Today’s recommended read: Oil shock resilience in March - or smoke and mirrors?, by Mike Dolan
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End in sight?
1 april 2026 · 8 min
Markets rally as investors hope for an end to the Iran war, sending oil lower and stocks higher. U.S. consumers stay unexpectedly confident despite energy shocks, while Nike shares tumble after warning of a sharp slowdown in China sales. Lees meer
Today’s recommended read: Haven or dry powder, cash did fine in March, just ask Buffett by Mike Dolan
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Q1 and done
31 maart 2026 · 8 min
Q1 2026 will be one to remember: oil ending at multi‑year highs, US gas prices crossing $4, and markets struggling to price geopolitical uncertainty. As the Fed stays patient, attention turns to labor data and tightening financial conditions. Lees meer
Today’s recommended read: Market tightening gives central banks time to wait and watch by Mike Dolan
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Fuel on the fire
30 maart 2026 · 8 min
Markets start the week under pressure as conflict pushes oil prices sharply higher. G7 policymakers debate ways to shield consumers from fuel costs, while new European inflation figures could provide the first real evidence of how the energy shock is feeding through. Lees meer
Today’s recommended read: Crude oil and LNG supply are at risk of the worst-possible scenario by Mike Dolan
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Week Ahead: Treasury tremors
29 maart 2026 · 8 min
Consumers confront rising energy costs as confidence data looms, just as a Good Friday jobs release will postpone a market response. At the same time, widening spreads and weak auctions highlight strain in Treasury markets and concerns over liquidity. Lees meer
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Week in Review: Trump tries to steady markets
28 maart 2026 · 7 min
This past week, oil prices swung as rhetoric around the Iran conflict rattles markets, with traders gauging how far energy shocks could push inflation. As the OECD warns of price pressures, nerves are showing in US Treasuries. Lees meer
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Another day, another deadline
27 maart 2026 · 7 min
Oil is on track for its steepest fall in six months as Trump buys more time on Iran. But with the Strait of Hormuz still disrupted investors are guessing in the dark. Plus, Elon Musk could launch the biggest IPO ever — and he wants retail investors along for the ride. Lees meer
Today’s recommended read: War, oil shock, uncertainty? Time to raise US equity outlook, by Jamie McGeever
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Oil's new normal
26 maart 2026 · 7 min
The Iran conflict continues to reshape global energy math. Meanwhile, U.S. President Donald Trump has reset his China visit for May. Plus, a California ruling finds Meta and Google negligent in how they designed products for young users. Lees meer
Today’s recommended read: Iran oil shock sets US Treasury seismograph twitching, Mike Dolan
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Oil down, expectations up
25 maart 2026 · 8 min
Oil has slipped below $100 after Iran hinted it may ease passage through the Strait of Hormuz, while reports of U.S. President Donald Trump’s 15‑point plan have markets searching for a turning point — despite little clarity on what it actually involves. We look at how a Reuters/Ipsos poll showing Trump’s approval at a new low fits into the wider market mood. Plus, what new business surveys reveal about how the real economy is absorbing the energy shock. Lees meer
Today’s recommended read: Gulf war rattles petrodollar foundations, Mike Dolan
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Markets get whiplash
24 maart 2026 · 8 min
Markets remain uneasy as U.S. President Donald Trump's 48‑hour ultimatum for Iran stretches to five days with no clarity on negotiations. Oil climbs back above $100 and today’s PMI surveys offer the first read on how the war is hitting business confidence. Lees meer
Today’s recommended read: Why $100 oil won't break the American consumer, Jamie McGeever
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Deadline shock rattles global markets
23 maart 2026 · 8 min
Global stocks tumble after President Trump gives Iran a Monday deadline to open the Strait of Hormuz, raising fears of a sharp escalation. Energy prices jump and traditional safe havens falter, leaving investors with few places to hide. Lees meer
Today’s recommended read: Trump's Iran war oil shield is cracking, Ron Bousso
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Week ahead: Bubble, oil and trouble
22 maart 2026 · 8 min
Investors head into the final full week of the quarter after a turbulent stretch dominated by the Iran conflict, an energy shock, and shifting AI sentiment. Key survey data this week will offer the first read on how the war is filtering through to business activity. Lees meer
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Week in Review: Shock to the system
21 maart 2026 · 7 min
Qatar warns of multi‑year output losses after strikes on its main gas field, intensifying concerns over long‑term supply. The Fed stays steady on policy expectations, while the ECB and BOE pivot toward rate hikes. Lees meer
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Eye of the storm?
20 maart 2026 · 6 min
Energy markets catch their breath after Western moves to boost supply, though Qatar’s gas sector warns of years-long disruption. Plus, a dramatic shift in rate expectations drives one of the steepest selloffs in European sovereign debt in months. Lees meer
Today’s recommended read: Kevin Warsh's first move as Fed chair could be a rate hike, Jamie McGeever
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Energy shock tests central banks
19 maart 2026 · 8 min
A strike on Iran’s South Pars field sends oil above $110 and natural gas higher. The Fed leaves rates unchanged but adopts a more cautious tone. Investors now look to the BOE, ECB and BOJ for signals on how they’ll handle the inflation threat. Lees meer
Today’s recommended read: Don't panic, don't capitulate: investors try to see beyond Iran war, Mike Dolan
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The Fed's next move
18 maart 2026 · 8 min
A blackout kept officials quiet as the oil shock hit. Now Fed Chair Jerome Powell returns with new projections — aiming to signal caution without moving rates. The physical oil market is screaming tighter supply while the paper market barely reacts. Plus, Micron’s AI surge keeps equities buoyant. Lees meer
Today’s recommended read:Inflation expectations flash a warning - but not a long-lasting one, by Mike Dolan
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Oil's not well
17 maart 2026 · 8 min
Policymakers gather this week under renewed inflation pressure as crude returns to $100 and tensions in the Gulf rise. Meanwhile, chip producers warn that wafer shortages may persist to 2030, challenging tech supply and capital‑spending plans. Lees meer
Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, Jamie McGeever
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Oil prices put markets over a barrel
16 maart 2026 · 8 min
Oil trades back above $100 as the Iran war enters a third week. Markets watch a packed central bank calendar while U.S.–China trade talks begin in Paris, with a possible Trump–Xi summit now uncertain. Lees meer
Today’s recommended read: US is quickly exhausting tools to absorb Iran war oil shock by Ron Bousso
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Week Ahead: Gulf drives markets
15 maart 2026 · 8 min
As tensions rise in the Middle East and oil prices jump, central banks from the Fed to the ECB are reworking their inflation math once again. The fresh oil shock is reshaping rate expectations—while hidden risks in private credit and software debt bubble up in the background. Lees meer
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Week in Review: A bad time to be a forecaster
14 maart 2026 · 7 min
A historic oil reserve release fails to cool prices, core inflation refuses to ease, and markets push rate‑cut hopes way back as geopolitical tensions and supply disruptions reshape economic expectations in real time. Lees meer
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Russia back on‑tap
13 maart 2026 · 7 min
Washington eases sanctions to free up more Russian oil as Brent crude tops $101 a barrel. We break down the market fallout, the inflation squeeze and the impact on the Fed. Lees meer
Today’s recommended read: Iran war is one 'TACO' too far, by Jamie McGeever
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$100 today, $200 tomorrow?
12 maart 2026 · 8 min
Oil surges to $100 again as Gulf attacks mount. Tehran says it’s ready to squeeze global oil until crude hits $200 a barrel. We explain why markets are taking that threat seriously and how it’s reshaping everything from shipping costs to inflation bets. Lees meer
Today’s recommended read: Iran oil shock prompts ECB hawks to seek 2021/22 rematch, by Mike Dolan
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Strait ahead
11 maart 2026 · 8 min
Tension in the Strait of Hormuz is keeping traders on edge and reshaping how markets think about energy. Plus, Oracle shares deliver a surprise lift, even as the world powering AI looks stretched. And JP Morgan spots some unsettling signals inside private credit. Lees meer
Today’s recommended read: The dangerous politics of US oil-driven redistribution, Mike Dolan
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Buckle up
10 maart 2026 · 8 min
Oil prices whipsaw as Trump signals the Iran conflict may end soon, sending volatility surging across global markets. Stocks, bonds, and rate expectations swing wildly, while China delivers a surprise trade boom that adds another twist to an already unpredictable day. Lees meer
Today’s recommended read: How oil shock and financial stress can feed each other by Mike Dolan
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Oil shock
9 maart 2026 · 8 min
Oil prices surge past $100 as the Middle East conflict enters a second week, raising fears of a prolonged supply shock. Combined with weak U.S. jobs data, stagflation concerns intensify while global markets fall, bond yields jump, and investors shift toward dollar liquidity. Lees meer
Today’s recommended read: Compounding errors and narrow self-interest threaten global fuel crisis by Clyde Russell
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Week Ahead: Will rate cuts have to wait?
8 maart 2026 · 8 min
Markets brace for a prolonged Middle East conflict as energy prices drive uncertainty. Inflation data lands this week with fresh clues on how the surge in oil and gas could spill over. And with Kevin Warsh waiting in the wings, Fed rate‑cut hopes keep sliding. Lees meer
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Week in Review: Seven days of war
7 maart 2026 · 7 min
Energy prices jump, bonds sell off and central banks confront new inflation risks as the Middle East conflict expands. And the U.S. economy unexpectedly loses jobs in February, adding fresh uncertainty to the macro outlook. Lees meer
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Pressure at the pump
6 maart 2026 · 7 min
President Trump is brushing off a jump in gas prices, even as international markets brace for the steepest spike since Russia’s invasion of Ukraine. We unpack why the administration is betting the shock will be brief. Plus, why today’s jobs numbers could tell a very different story about the US economy. Lees meer
Today’s recommended read: Iran war exposes fragility of Western aluminium market, by Andy Home
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Global stocks take a breather
5 maart 2026 · 8 min
Global stocks steadied on Wednesday despite crude jumping to its highest since June. Plus, Europe watches for an energy shock. And China sets its lowest GDP target since 1991, signaling deeper economic strain. Lees meer
Today’s recommended read: Jet fuel's huge price surge points to coming pain from Iran war, by Clyde Russell
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Why aren’t investors fleeing to gold?
4 maart 2026 · 8 min
Gold isn’t rallying, oil isn’t spiking as much as expected, and Asia’s top-performing markets are suddenly collapsing as the conflict in the Middle East continues. Plus, Anna Szymanski and Mike Dolan explain why so many investors are turning to the dollar as a safe haven. Lees meer
Today’s recommended read: Gold flubs its lines amid Middle East mayhem by Mike Dolan
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Oil spikes and stocks slide
3 maart 2026 · 8 min
The widening Middle East war pushes oil and European gas prices sharply higher, rattling global markets for a second day. Treasury yields climb as inflation worries outweigh haven demand. Currency tensions escalate as Japan and Switzerland both threaten intervention. Lees meer
Today’s recommended read: Dollar gets its mojo back - but only by default, Mike Dolan
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Special Edition: Iran
2 maart 2026 · 10 min
Energy markets enter crisis mode as conflict in Iran halts key shipping lanes and raises the threat of lasting supply disruption. Analysts warn crude could break into triple digits if the standoff continues. Risk assets retreat, and inflation worries creep back into bond markets. Lees meer
Today’s recommended read: Iran war throws oil market into biggest crisis in decades, Ron Bousso
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Week Ahead: Shockwaves from Iran
1 maart 2026 · 7 min
Global oil and gas supplies are at risk from a widening conflict after Iran vows to avenge the killing of their supreme leader in U.S. and Israeli airstrikes. Energy prices are expected to jump when markets re-open and a prolonged crisis could send shockwaves through the global economy. Lees meer
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Week In Review: AI angst
28 februari 2026 · 6 min
An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley. Lees meer
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Paramount’s Hollywood ending
27 februari 2026 · 7 min
Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line. Lees meer
Today’s recommended read: Europe policymakers set for make or break decisions on industrial heat, Gavin Maguire
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Nvidia's 'meh' moment
26 februari 2026 · 8 min
Nvidia crushes expectations again but investors want more. Concerns about the AI economy overheating and Nvidia’s reliance on a small number of customers overhang the chipmaker. Plus, Iran talks in Geneva and Japanese politics and the yen. Lees meer
Today’s recommended read: To win Europe's embrace, China needs to uncap the yuan, Mike Dolan
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AI relief rally
25 februari 2026 · 8 min
Anthropic’s new plug‑ins sent software stocks rallying - just weeks after the same AI fears wiped billions off the sector. Nvidia reports earnings today and a 5% swing could mean $230 billion in market value. Plus, U.S. President Donald Trump used the State of the Union to call out Big Tech’s power use, hinting that hyperscalers may have to build their own energy supply. Lees meer
Today’s recommended read: Maybe the global economy isn't all about AI, Mike Dolan
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Fate of the union
24 februari 2026 · 8 min
Trump’s uneven tariff guidance provides little clarity before his State of the Union speech, and a sharp tech-led decline hits Wall Street as investors digest a viral worst‑case AI report. Meanwhile, Novo Nordisk drops 16% after its latest obesity drug disappoints in trials. Lees meer
Today’s recommended read: **Next Fed move a hike? Bostic's parting shot raises alarm, Mike Dolan**
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Levy let die
23 februari 2026 · 8 min
A dramatic weekend of tariff reversals leaves markets searching for direction, with questions mounting over U.S. fiscal planning. Meanwhile, oil prices retreat before the next round of U.S.-Iran discussions. Lees meer
Today’s recommended read: **US LNG export surge and soft China demand meet record European imports, Clyde Russell**
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Week Ahead: Chip check
22 februari 2026 · 8 min
The world’s most valuable company reports earnings this week, and investors are nervous. With AI spending ballooning and just four customers driving most of Nvidia’s revenue, the market wants answers. Lees meer
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Week in Review: Tariff takedown
21 februari 2026 · 7 min
A Supreme Court ruling overturns some of Trump's sweeping U.S. tariffs, prompting potential importer refunds. Plus, U.S. inflation remains stubborn and fourth‑quarter GDP lands sharply below expectations, reflecting slowing economic momentum at the end of 2025. Lees meer
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