SPX

For markets, the prospect of tariffs returning alongside ongoing Iran war disruption creates a more challenging global backdrop, with rising risks of slower growth and higher inflation. While US resilience may cushion the near-term outlook, renewed trade barriers could pressure global supply chains and demand, reinforcing a stagflationary bias. This dynamic is likely to support safe-haven flows while weighing on risk assets and trade-sensitive economies.

Eamonn Sheridan

14/04/2026 | 21:53 GMT

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Eamonn Sheridan

14/04/2026 | 21:53 GMT

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Stock market update

Stock market update

Vance comments have driven down oil, driven up risk assets. Trump will give him a cookie.

Vance spoke with tempered optimism earlier, has given 'risk' a boost

Eamonn Sheridan

14/04/2026 | 01:22 GMT

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Eamonn Sheridan

14/04/2026 | 01:22 GMT

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News

iralco arak missile attack 08 April 2026

News

War drags on, recession risk rise & global trade growth slows sharply, fall signs expected

Reinforces stagflation narrative, slower growth alongside persistent inflation, supporting defensive assets while weighing on equities and cyclicals, particularly in Europe and the U.S.

Eamonn Sheridan

13/04/2026 | 21:59 GMT

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Eamonn Sheridan

13/04/2026 | 21:59 GMT

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Commodities

Commodities

Some retracement gap filling happening in Asia trade. But not for oil.

Oil gapped up, risk gapped down in early Monday trade after US-Iran talks collapsed on the weekend.

Eamonn Sheridan

13/04/2026 | 02:02 GMT

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Eamonn Sheridan

13/04/2026 | 02:02 GMT

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Commodities

Commodities

Futures trade has opened on Globex, oil surges higher, equities slammed lower

Gaps all over markets

Eamonn Sheridan

12/04/2026 | 22:10 GMT

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Eamonn Sheridan

12/04/2026 | 22:10 GMT

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Commodities

White House warns staff not to bet on Iran war, raises (lack of) ethics concerns

The episode raises broader concerns about market integrity and information asymmetry. While not directly market-moving, it adds a layer of uncertainty around positioning, particularly in oil and event-driven trades, and may accelerate regulatory scrutiny of prediction markets.

Eamonn Sheridan

09/04/2026 | 22:14 GMT

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Eamonn Sheridan

09/04/2026 | 22:14 GMT

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News

News

IMF warns Iran war fuels inflation surge and global growth slowdown

The stagflation signal is bearish for global growth assets, supportive for commodities (especially oil), and complicates central bank paths, keeping rates higher for longer and adding downside risk to equities while supporting USD and safe havens.

Eamonn Sheridan

09/04/2026 | 21:04 GMT

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Eamonn Sheridan

09/04/2026 | 21:04 GMT

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News

News

Trump eco adviser Hassett (remember him?) admits oil price spike will raise inflation

Hassett then goes on to try to soften the blow.

Eamonn Sheridan

08/04/2026 | 20:39 GMT

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Eamonn Sheridan

08/04/2026 | 20:39 GMT

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Commodities

Commodities

Market rejoicing continues: Oil down, gold up. USD down, equities up.

Euphoric markets moves in oil after a two week ceasefire announced

Eamonn Sheridan

08/04/2026 | 00:13 GMT

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Eamonn Sheridan

08/04/2026 | 00:13 GMT

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Commodities

Commodities

Trump ceasefire announcement still to be agreed to by Iran. Markets rejoicing though.

Oil down, equities up. Dollar down, gold up.

Eamonn Sheridan

07/04/2026 | 22:53 GMT

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Eamonn Sheridan

07/04/2026 | 22:53 GMT

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Commodities

Commodities

Markets expect an incoming TACO. Oil down, equities up.

A two week extension is expected.

Eamonn Sheridan

07/04/2026 | 22:06 GMT

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Eamonn Sheridan

07/04/2026 | 22:06 GMT

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Stocks

Apple foldable iPhone faces delays as engineering issues hit test production phase

Any delay reinforces execution risk around Apple’s next hardware cycle and could weigh on near-term sentiment toward its premium product pipeline. However, the limited initial volumes suggest minimal near-term revenue impact, with longer-term upside intact if execution improves.

Eamonn Sheridan

07/04/2026 | 02:57 GMT

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Eamonn Sheridan

07/04/2026 | 02:57 GMT

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Bessent flags tariff return by July, adding to global risks from Iran war

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White House warns staff not to bet on Iran war, raises (lack of) ethics concerns

IMF warns Iran war fuels inflation surge and global growth slowdown

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