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Sep 10, 2026
Christine Lagarde didn't want to raise rates again. The oil price left her no choice.
Sep 9, 2026
Saudi Arabia's oil facilities are on fire, and the ripple is already in your gas tank.
Sep 8, 2026
The energy market, the labour market, and the Bank of Japan all delivered news this week that lands the same way: higher for longer isn't fading, it's widening.
Sep 7, 2026
The weekend didn't stay quiet for long.
Sep 4, 2026
Kuwait woke up to Iranian missiles, and the oil market woke up to a White House quietly looking for an exit ramp. It's that kind of morning.
Sep 3, 2026
The Strait of Hormuz is now a warzone and a chokepoint at the same time, and markets spent yesterday pricing in exactly what that means.
Sep 2, 2026
September arrived with a bang: US strikes in the Strait of Hormuz, a 30-year high in Japanese bond yields, and European inflation running hotter than anyone wanted — all in one trading session.
Sep 1, 2026
The Middle East handed markets a rough start to September: oil up, stocks down, and a Fed chair who's already leaning hawkish getting more ammunition than he needs.
Aug 31, 2026
Kevin Warsh walked into Jackson Hole on Friday and left no ambiguity about who's running monetary policy — and it wasn't the guy in the White House.
