Eamonn Sheridan

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Commodities
brent crude Goldman Sachs forecast 23 March 2026
Commodities

Goldman Sachs lifts 2026 oil forecasts: Brent $85, WTI $79 on Hormuz risk

  • Bullish for oil and energy equities; reinforces higher-for-longer inflation risks and could support commodity-linked currencies while adding pressure to central bank policy expectations.
Stock market update
private equity
Stock market update

Private credit stress reemerges as Blackstone fund posts rare loss and withdrawals rise.

  • Negative for private credit sentiment and alternative asset managers; may tighten broader credit conditions and weigh on risk assets if stress spreads into public markets or bank lending channels.
Commodities
brent crude open higehr 23 March 2026
Commodities

Crude oil jumps higher after Trump's flaccid threats and Iran's revenge response

  • Brent crude above US$114 and US crude above US$101. Equity futures ES -0.7%, NQ -0.8%
News
nzd fitch downgrade 23 March 2026
News

New Zealand outlook cut to negative by Fitch as debt concerns mount

  • Bearish for NZ bonds (higher yields), modest negative for NZD at the margin; reinforces focus on fiscal trajectory and external vulnerabilities, especially amid global risk and energy price shocks.
Commodities
bulk carrier hit 23 March 2026 ukmto
Commodities

Gulf shipping risks rise after blast near vessel off UAE Sharjah coast

  • Bullish for oil via elevated risk premium; negative for shipping and insurers, with potential knock-on effects for global supply chains and freight costs if disruptions persist or widen.
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