Maros Szentkereszti
Markets open Monday with two forces colliding. First: Oil The Middle East escalation pushed Brent above $ 100 again so traders are pricing an energy risk premium again. Second: Central banks. This week the Fed, ECB, BoE and others meet almost back-to-back. Markets expected rate cuts later in 2026, but higher energy prices complicate that story. $GS (Goldman Sachs Group Inc) estimates the oil shock alone could add 0.5% to global inflation and shave 0.3% off growth. Have a good start of the week $DJ30 $GER40 $SPX500
Not investment advice. The author may have financial interests in the mentioned instruments.
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