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Today's read · Tuesday, 22 September 2026
Oil and geopolitical tensions drive market shifts
Rising oil prices and geopolitical tensions in the Middle East are pushing inflation concerns into 2027, affecting rates and commodities. The US threat to shut down Iranian airlines could further destabilise oil routes, impacting global supply. Meanwhile, AI stocks are losing momentum as investors shift focus to energy and inflation risks.
The mood right now · inflation and geopolitical risks
Stories that matter
5
1
Partly expected
Rising Energy Costs Extend European Inflation into 2027
Oil and gas prices are rising, pushing Europe's inflation fight into next year.
BondsSharesCurrencies
2
Partly expected
US Threatens Iranian Airlines, Raising Oil Supply Concerns
The US has warned it may shut down Iranian airlines amid rising tensions.
CurrenciesCommoditiesShares
3
Partly expected
AI Stocks Stall, Oil Prices Fall Amid Hormuz Settlement Hopes
AI stocks paused their rally and oil prices dropped on hopes for a Hormuz settlement.
SharesCommoditiesBonds
4
Partly expected
Gold Falls as Stronger Dollar and Rate Outlook Weigh
Gold prices declined as the US dollar strengthened and investors focused on the Federal Reserve's interest rate outlook.
CommoditiesCurrenciesShares
5
Partly expected
Oil Price Surge Threatens Global Inflation Stability
Rising oil prices could drive another wave of inflation.
BondsSharesCurrencies
Has it been right?
see all →66.7%
Called right
6
Finished
12
Still running