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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Surging energy prices shake rate markets, spreads face moderate upside pressures so far
The Iran conflict and resulting oil shock completely reshaped markets last week, driving a broad risk off move, sharply higher energy prices, and heightened caution across cyclicals.
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