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Oil Drives Inflation Pricing, Dollar Index Firm, Asian Equities Pressured

Risk-off deepens as Iran conflict drives supply fears; yields and inflation expectations rise, dollar firms, equities weaken.
19 March 2026

ZEW Economic Sentiment, Eurozone Inflation Confirmed Softer

ZEW sentiment plunges; Fed seen on hold, dollar eases, inflation stays subdued, and Chinese firms boost FX hedging amid yuan strength.
18 March 2026

Latest reports

Risk Shifts Into VLSFO

Very Low Sulphur Fuel Oil (VLSFO) has maintained strength this week, with players risk-on across the front complex, in contrast to HSFO.....
19 March 2026

Brent Trades Up To $118/bbl

Brent tests last week's $118 high; escalation of attacks by Israel and Iran on gasfields; Iran strikes GCC refineries
4 page report
19 March 2026

Funds Getting Longer

Funds expected to increase net length in Brent futures; US gasoline shorts to fall for the sixth consecutive week.
8 page report
19 March 2026

Brent Rallies Above $108/bbl

Iran threats lift energy markets; US waives Jones Act, LNG shifts to Europe, and Saudi boosts Red Sea exports.
4 page report
18 March 2026