The Iran War Coverage


As the conflict in the Middle East unfolds, you can check our latest contributions and views here:


21 Apr 2026: Coffee Break - Rate differentials and EUR-USD: disconnection set to continue in the near term >
20 Apr 2026: Short View - EU trade strategy: a productive strategic shift >
20 Apr 2026: Coffee Break - Tensions in the Strait of Hormuz keep markets on edge >
17 Apr 2026: Coffee Break - Positive 1Q26 earnings outlook, particularly in the US >
16 Apr 2026: Short View - Beyond oil and gas: the equity case for commodities >
16 Apr 2026: Coffee Break - IT valuation reset creates selective opportunity >
15 Apr 2026: Short View - BTP-Bund spread: drivers, valuation and implications for funding >
15 Apr 2026: Coffee Break - Real yield curve twist: short-end safety, long-end risk >
14 Apr 2026: Coffee Break - Eurozone firms well positioned to face ECB hikes >
13 Apr 2026: Primary Market Focus - Weekly Supply Preview – Heavy EGB redemptions >
13 Apr 2026: Coffee Break - Physical oil markets break from paper prices >
11 Apr 2026: Letter from the Editor - The dollar century is not over (yet) >
10 Apr 2026: Coffee Break - Italian households: wealth a shield, confidence a risk >
09 Apr 2026: Short View - Iran at the crossroads of Eurasia’s transport routes >
09 Apr 2026: Primary Market Focus - Italian auction: new BTP 3.3% Jun33 in the spotlight >
08 Apr 2026: Short View - USD at war: three lessons to be learned >
02 Apr 2026: Coffee Break - Same oil shock, different pain at the pump >
31 Mar 2026: Short View - Middle East conflict raises risks of inverted EUR swap curve >
31 Mar 2026: Coffee Break - War-driven equity divergence may not persist >
30 Mar 2026: Quarterly Updates - The Strait of Hormuz shock >
30 Mar 2026: Coffee Break - Gas price surge dents Europe’s competitiveness >
27 Mar 2026: The Bottom Line - Inflation up in the eurozone >
26 Mar 2026: Coffee Break - How the US-Iran war could disrupt chips and AI >
25 Mar 2026: Coffee Break - Inflation shocks disrupt stock-bond diversification benefits >
24 Mar 2026: Coffee Break - Iran war risks raising default rates in Europe >
23 Mar 2026: Market Spotlight - Brent outruns WTI as seaborne stress deepens >
23 Mar 2026: Coffee Break - Iran conflict, policy rates and scenarios for the USD >
21 Mar 2026: Letter from the Editor - When will the Iran war end? >
20 Mar 2026: The Bottom Line - Focus back on Europe through politics and PMIs >
19 Mar 2026: ECB Review - Hawkish tilt >
19 Mar 2026: Fed Review - On hold, cautious on rate cuts >
17 Mar 2026: Coffee Break - Iran war enters new phase as US attacks Kharg Island >
16 Mar 2026: Short View - Déjà vu: the EU´s natural gas nightmare recurs in Iran >
16 Mar 2026: Coffee Break - Iran war: will US inflation feel the pressure from rising commodity prices? >
13 Mar 2026: Fed Preview - On hold amid conflicting pressures >
13 Mar 2026: The Bottom Line - Central banks meet amid Iran uncertainty >
13 Mar 2026: Coffee Break - Europe’s energy crisis: limited fiscal space to act >
12 Mar 2026: Short View - 10Y Bund yield: the 3% level is no Rubicon >
12 Mar 2026: Coffee Break - Options hint pressure on war-hit EUR-USD to ease >
11 Mar 2026: The Checkpoint - The fallout of the Iran war >
11 Mar 2026: Coffee Break - Inflation and bonds: key differences between Ukraine 2022 and Iran today >
10 Mar 2026: Coffee Break - Strategic oil reserves: buying time after Hormuz closure >
09 Mar 2026: Market Spotlight - The Khamenei dynasty: what comes next? >
07 Mar 2026: Letter from the Editor - The New Cold War >
06 Mar 2026: The Bottom Line - The economic fallouts of the Iran war >
06 Mar 2026: Coffee Break - Supply-chain risks: Hormuz closed, Cape crowded? >
05 Mar 2026: Short View - Macro outlook revisions after Iran war shock >
05 Mar 2026: Short View - Iran conflict: ripple effects on copper and aluminium >
05 Mar 2026: Coffee Break - Energy-intensive industries are the main casualties of the Iran war >
04 Mar 2026: Short View - Iran war: is it too late to buy inflation protection? >
04 Mar 2026: Coffee Break - De facto closure of Hormuz tests EM market resilience >
03 Mar 2026: Coffee Break - Iran war: the fear premium drives up European gas prices >
02 Mar 2026: Coffee Break - Why USD 80/bbl remains a ceiling for oil prices >