A Perfect Storm in Four Acts: War, Oil, Inflation, and the Collapse of the TACO Trade The US-Israel war on Iran — now in its second month — has produced the largest oil supply disruption in recorded market history, closing the Strait of Hormuz and stranding nearly a billion barrels of crude. The S&P

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The airline is suffering less than peers as jet fuel costs soar. But the stock is hardly in the clear

Surging oil prices this week brought the cost of a barrel to $111 by one measure, closing in on the $130 benchmark that some economists say is high enough to drag the U.S. economy into a recession.

Almost 20 years after the last crisis, another toxic debt bubble threatens to collide with Middle East turmoil and cause a global meltdown

The surge in oil prices is causing a wave of "supply-side" inflation that the Federal Reserve may be unable to counter with its main inflation-fighting tool.

A bounce-back in hiring last month is likely to push the Federal Reserve to continue holding interest rates steady, focusing more on inflation and the impact of the oil price shock stemming from the Iran war.

Apr 04, 2026 11:37 GMT Investing.com — Morgan Stanley expects the Federal Reserve to proceed with interest rate cuts in 2026 despite the recent oil-driven inflation shock, arguing that underlying price pressures remain contained and unlikely to derail the broader disinflation trend. In a recent note, the bank said the key variable for policymakers is not headline inflation, which has been pushed higher by energy prices, but whether long-term inflation expectations remain anchored. So far, those

France’s central bank has sold off the last of the gold it held in the United States Federal Reserve and replaced it with higher quality bars in Paris, taking advantage of rising prices to make nearly €13 billion as it upgrades its holdings.

Unemployment rate falls to 4.3% from 4.4%

There's no let-up in demand for oil and gas, so what happens if the war in Iran continues to constrain supplies? Consumers and investors should take note.

GreenRock Advisory founder Prem Patel shares his take on how markets performed in the first quarter and what investors should keep in mind for what comes next.