Global markets continue to reel as tensions in the Middle East push oil prices higher, rattling investors and reigniting inflation fears. US crude extends rally, while sovereign yields climbed on worries that central banks may be forced to tighten policy faster than expected. The US government has floated potential measures to tame the rally, including strategic reserve releases and easing fuel-blending requirements, but many warn that financial interventions may do little if physical supply disruptions persist.
All eyes now turn to the US jobs report: with inflation already sticky, a strong payrolls print could calm markets, while weaker-than-expected numbers may fuel stagflation fears. Energy prices, central bank expectations and inflation dynamics are set to dominate investor sentiment in the coming weeks.
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0:00 Intro
1:04 Middle East tensions continue to push oil higher
1:41 US measures to tame oil prices may not help sustainably 5:11 All eyes on US jobs data
7:01 Moving forward...










