Tag
#iran war
BOE rate hikes gain support as Iran war strains unity
BOE rate hikes are back in view as inflation expectations rise and officials debate whether Iran-war price pressure needs another move.
ECB rate hike 2026: Iran oil shock redraws stocks
ECB rate hike 2026 expectations are forcing traders to price two moves, higher oil and a harder split across European stocks.
RBI gold sales show how war pressure reaches reserves
RBI gold sales may show how India is trading bullion for liquid FX assets as war-driven oil shocks and capital outflows hit reserves.
The ECB thinks markets are too calm for the risks ahead
ECB repricing warning points to stretched asset prices, rising bond risk and an Iran-war shock that markets may still be treating as manageable.
India state lenders wilt as Iran war lifts yields to 2-year high
India state lenders slid as bond yields hit a two-year high, showing how the Iran-war oil shock is feeding into bank balance sheets and RBI pricing.
Fed Minutes: Rate Hikes Ahead If Inflation Persists
A majority of Fed officials are open to rate hikes if inflation persists, FOMC minutes show, handing Kevin Warsh a hawkish committee days before his swearing-in.
ECB June hike risk rises as Iran war lifts inflation
ECB June hike risk rose after Pierre Wunsch said an unresolved Iran war could force tighter policy as energy-led inflation rewrites the euro-area outlook.
Asia-Pacific banks raise Iran war provisions as $180B credit risk looms
Asia-Pacific banks have set aside $3.8 billion in combined war-related provisions as the Iran conflict's oil shock and trade disruption begin flowing into corporate and consumer credit risk. S&P warns a prolonged conflict could drive $180 billion in additional credit losses.
Bitcoin touches $80,000 as Project Freedom shifts Iran war sentiment
Bitcoin touched $80,000 in overnight trading, its highest since late January, as President Trump announced Project Freedom to secure safe passage through the Strait of Hormuz. The cryptocurrency has gained roughly 20 per cent since the US-Iran conflict began, outperforming equities and gold.
Wirth says physical oil shortages near, calls Hormuz disruption 1970s-scale
Chevron CEO Mike Wirth told the Milken Institute Global Conference on Monday that physical oil shortages will surface globally and that economies will have to slow, comparing the Strait of Hormuz closure to the 1970s oil crises.
Goldman delays Fed rate cut path to December as Iran shock persists
Goldman Sachs has pushed back its forecast for the Federal Reserve's 2026 rate cuts to September and December, citing oil-driven inflation from the US-Iran war. The shift aligns the bank with the Fed's own dot plot and the Wall Street consensus that easing will arrive late.
Bitcoin outperforms gold by 36% on relative basis since Iran war began
Bitcoin has outperformed gold by roughly 36% on a relative basis since the US-Iran conflict escalated on Feb 28, breaking from the traditional pattern of gold as the dominant crisis safe haven. The divergence marks a structural shift in how digital assets behave during geopolitical shocks.
