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17.03.26 - 02:01
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′Frantic′ Markets Seek Clarity On Oil Supply (Bloomberg)
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Rebecca Babin, CIBC Private Wealth Group Senior Energy Trader, says oil traders are struggling to make accurate forecasts on oil supply as key infrastructure in the Gulf continues to be targeted by by Iran. (Source: Bloomberg)...
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17.03.26 - 00:36
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South Korea and Japan bear brunt of global stock sell-offs amid oil shock (SCMP)
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South Korea and Japan have led declines in global stock markets amid the oil shock, underscoring how supply disruptions in the Middle East are weighing on growth in economies heavily reliant on fuel imports.
The Kospi index in Seoul has slumped 12 per cent since the US-Israel war with Iran broke out on February 28, while Tokyo's Nikkei 225 has slid nearly 9 per cent. South Korea last week moved to cap oil price increases to limit inflation, while rising crude costs added to price pressures in......
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17.03.26 - 00:18
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Oil Declines, Major Averages Hold onto Gains | The Close 3/16/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Jefferies' Laurie Goodman, DGA-Albright Stonebridge Group's Puneet Talwar, Morningstar Research's David Swartz, Former Boston Fed President Eric Rosengren, Wilmington Trust & M&T Bank CIO Tony Roth, Former Minneapolis Fed President Gary Stern, Cleo Capital's Sarah Kunst, Professional Fighters League CEO John Martin, & Orangetheory Fitness Brand President Lauren Cody. (Source: Bloomberg)...
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16.03.26 - 23:27
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The Greatest Risk For The Global Economy Is Stagflation Driven By Governments, Not Oil (ZeroHedge)
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The Greatest Risk For The Global Economy Is Stagflation Driven By Governments, Not Oil
Authored by Daniel Lacalle,
The current oil price forward curve shows that the current global energy shock may be significant but short-lived. The forward curve presents a steep disinflationary trend to $80 per barrel by the end of 2026. Markets are discounting a short war with limited impact on supply but immediate ripple effects on markets and importing economies.
In the worst case, a new energy shock triggered by war with Iran would bring stagflation pressures across the global economy, especially in the economies that have been unable to strengthen their energy supply chains since 2022, like the European Union, which is still in a low-growth environment subject to significant impact from energy shocks. Even if the conflict is short‑lived, the disruption to the Strait of Hormuz and Gulf infrastructure has made the oil market go from an oversupply of 4 million barrels per day, according to the IEA, to ...
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