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
“Q-Day”, which is the day quantum computers become capable of breaking current cryptographic standards, could make even the most secure digital systems vulnerable. The Bitcoin community has been debating the threat for over a year, while Ethereum’s community appears to be taking its first cautious steps in 2026.
Meanwhile, Europe’s import-dependent economy remains highly exposed to oil price shocks. Each week, the Syz investment team takes you through the last seven days in seven charts.
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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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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.
Surging energy prices shake rate markets, spreads face moderate upside pressures so far
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