Research



Capital Markets Review

Current Issue: March 2026

Global capital markets reacted to the conflict in Iran and the resulting impact on energy costs throughout the month in a risk-off manner....
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Insights

Current Issue: The Anatomy of an Oil Shock

Oil shocks are not new, and their transmission through the economy follows a documented sequence. The disruption to Strait of Hormuz shipping that began in late February has rapidly rattled global energy markets and supply chains—and while history won’t tell us how this one ends....
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