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Mar 17
8m 12s

Oil's not well

Reuters
About this episode
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. Today’s recommended read: Oil shock sparks rate repricing in historic 'G4' central bank week, Jamie McGeever Subsc ... Show More
Up next
Today
Markets space out
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. Today’s recommended read: Oil shock resilience in March - or smoke and mirrors?, by Mike Dolan ... Show More
7m 56s
Yesterday
End in sight?
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. Today’s recommended read: Haven or dry pow ... Show More
8 m
Mar 31
Q1 and done
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. Today’s recommended read: Market tigh ... Show More
7m 54s
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