The hot commodity of the week: oil. Each week, the Syz investment team takes you through the last seven days in seven charts.
The surge in oil prices following US-Iran tensions has revived fears of stagflation. Those fears are misplaced. What markets may actually be pricing is a structural regime shift — from paper assets to real ones.
Updated March AA Insights – time to slightly reduce our equity exposure
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Insights and research on global events shaping the markets
The surge in oil prices following US-Iran tensions has revived fears of stagflation. Those fears are misplaced. What markets may actually be pricing is a structural regime shift — from paper assets to real ones.
Updated March AA Insights – time to slightly reduce our equity exposure
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Insights and research on global events shaping the markets
The hot commodity of the week: oil. Each week, the Syz investment team takes you through the last seven days in seven charts.
U.S. stocks fell for a 3rd consecutive week as Middle East tensions and oil market volatility weighed on investor sentiment. Concerns about potential supply disruptions through the Strait of Hormuz, stress in private credit markets, and trade policy uncertainty added to market pressure. The Dow Jones led losses (down about 2%) while the Nasdaq Composite declined less but still fell 1.26%. Recent U.S. data showed mixed signals on inflation and growth. Core CPI rose 0.2% in February (2.5% year over year), while headline CPI increased 0.3% monthly and 2.4% annually. Meanwhile, the Fed’s preferred inflation measure, core PCE, rose 0.4% in January, with the annual rate unexpectedly climbing to 3.1%, the highest since early 2024.
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