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Japanese 5-Year Yield Hits Record Highs, Strategic Reserve Release, Fuel Crises

Bonds tumble as inflation surges; energy crisis spreads globally, growth fears rise, markets fragile with hikes then cuts expected.
26 March 2026

Headline Confusion, Bonds Lockstep with Brent, Tesla Deliveries Decline

Hormuz crisis escalates; Iran holds leverage, energy shock spreads, inflation rises, markets volatile as growth fears mount.
25 March 2026

Latest reports

Brent Firms to $101.92/bbl

Brent rises on tanker strike, geopolitics; Russia may curb exports, India secure, Hormuz transit eases, spreads firm.
4 page report
26 March 2026

Keeping Up With The Kharg-dashians

US–Iran whiplash drives oil volatility; mixed signals, attacks, and talks claims cut liquidity as traders stay sidelined
16 page report
26 March 2026

June Brent Below $100/bbl

Israel-Iran tensions disrupt oil routes; tanker attack, supply shifts, CNOOC boosts output
4 page report
26 March 2026

Funds Bearish Cracks

We Forecast that Funds Keep Buying Brent but Reduce Net Positioning in Refined Products
8 page report
26 March 2026