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The Hormuz closure is not an oil story—it is a four-act supply chain crisis, and the market has only priced Act One. COVID taught us that the best trades arrive in the lag: freight reprices first, then fertilizers, then food.
European Union energy ministers will meet to weigh up options to curb energy costs on Monday, as officials draft emergency plans to temper the impact of surging oil and gas prices triggered by the Iran war.
Matt Smith of Kpler discusses the various alternative routes to the Straits of Hormuz, probability of the U.S. attacking Kharg Island and the impact of the IEA's coordinated SPR releases.
“I literally think all the marks are wrong,” Apollo's John Zito said of private equity in previously unreported comments. Apollo said the comment was about software companies.
JGBs edged higher in yield terms in early Tokyo trade on growing inflation concerns driven by the Middle East conflict, which could prompt a faster pace of BOJ rate increases.
The S&P 500 (SPY) remains under pressure, closing at fresh 2026 lows on Friday. New lows look likely next week, but with the daily 200 SMA now in view, another unsustained bounce could be setting up.
The Fed is expected to hold rates steady amid surging oil prices and rising inflation expectations, with markets now pricing in minimal cuts for 2026. Updated Fed projections may reflect stagflation risks: higher inflation forecasts, softer GDP, and a modest uptick in unemployment through 2027.
Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
More than 400 million barrels of oil from International Energy Agency emergency reserves will begin flowing soon, the agency said in its most detailed account of the rollout of the plan to combat a spike in crude prices since the start of the Iran war.
No one likes James Bond films and spy novels more than CIA and MI6 spies and functionaries. What better way to make the routinely pedestrian appear glamorous.
Surging oil prices are driving inflation expectations higher, forcing markets to rapidly price out anticipated Fed rate cuts. Current futures suggest the market now expects at most one rate cut in 2026, aligning with the Fed's previous 3.4% projection.
I see rising redemption pressure, weaker confidence in private loan values, and early signs that stress could spread to banks if the selloff continues. I see a bank contagion risk because markdowns on loans tied to private credit borrowers could reduce leverage and tighten funding across the system.
When Saudi Aramco told its oil buyers in a letter this week that it had no clear idea which port it would use for April exports, it laid bare a new reality: Iran, not the United States, holds the key to reopening the global energy market.
The Federal Reserve, European Central Bank and Bank of England are set to make policy decisions in the coming days. Sovereign debt sell-off has spooked bond investors.
The upcoming FOMC meeting is expected to be uneventful, with rates likely unchanged and no major policy surprises anticipated. Current market optimism for future rate cuts is misplaced, given persistent inflation, surging energy prices, and geopolitical risks.
Geopolitical shocks, especially the Iran War, have triggered sharp capital rotations and exposed hidden market fragility beneath mega-cap tech outperformance. Energy, particularly U.S. natural gas exporters and infrastructure, stands out as a structural winner amid AI-driven power demand and global supply disruptions.
Despite a 5% S&P 500 pullback, market action appears as healthy consolidation, not a signal of systemic distress. Sustained $100+ oil poses risks: higher inflation, delayed Fed rate cuts, and potential consumer retrenchment impacting economic growth.
Japan plans to start releasing oil from its stockpiles on Monday to soften the shock from the U.S.-Israeli war on Iran, a stark reminder of the oil crisis half a century ago that prompted Tokyo to create reserves.
Markets face a week dominated by the Fed meeting, inflation data and major earnings as investors assess energy volatility and the outlook for interest rates.
The 1-Minute Market Report, March 15, 2026