Capital goods podcast series

Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie…

Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the tit-for-tat attacks, emerging risks around the Strait of Hormuz and why intermittent calm may only encourage a stop-start cycle in…

Brent crude is back above $90 a barrel after renewed US-Iran hostilities reversed last week’s slide towards $85. In this episode, we examine the fragile diplomacy around the Strait of Hormuz, the latest exchange of fire and why geopolitical risk is keeping energy prices elevated. Please note: this podcast is…

Brent crude approached $95 a barrel last week, its highest since mid-July, as markets reacted to Iran’s missile attack on the UAE and President Trump’s plan to isolate Iran economically. Investors fear prolonged disruption in the Strait of Hormuz or renewed attacks on Gulf infrastructure. Please note: this podcast is…

Brent crude remains in the high $80s as hopes fade for a US–Iran agreement and shipping through the Strait of Hormuz stays severely disrupted. Longer-dated crude prices suggest continued uncertainty, while gasoil futures point to sustained pressure on UK diesel and jet fuel costs. Please note: this podcast is provided…