Middle East tensions remain firmly in the driver’s seat—and markets are reacting in real time.
Oil is volatile, equities are cautiously rebounding, and the US dollar continues to push higher. Meanwhile, global growth signals are weakening, inflation pressures are creeping back, and central banks may be forced into a more hawkish stance.
History reminds us that geopolitical shocks can fade—but only if tensions ease. Could oil stabilize? The answer is yes, but the timing remains unknown, and the short term price moves depend on Iran’s response and duration of the war.
Watch the full episode to find out more!
Intro1:13 Middle East hopes remain fragile
3:21 Rising energy prices hit global economic activity
4:30 Looking back at previous Gulf crisis...
8:07 UK inflation comes in hotter than expected










