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Financial Markets

Ceasefire Collapses: Brent Crude Surges Back Above $85 as Hormuz Risk Returns

Brent crude jumped back above $84-87 a barrel and futures flipped into backwardation after the June 18 Iran-US ceasefire memorandum broke down in mid-July, reopening the Strait of Hormuz supply risk it had briefly closed.

17 Jul3 layers

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Understanding Inflation: How Rising Prices Are Measured and Why They Matter

Inflation is the general rise in the price level of an economy over time, measured most commonly through a Consumer Price Index (CPI) that tracks the cost of a fixed basket of goods and services.

13 Jul3 layers

International Trade

A Trade Policy Traffic Jam: Tariff Deadlines Collide in Late July 2026

A 10% blanket tariff imposed under Section 122 of the Trade Act of 1974 is set to expire automatically on July 24, 2026, under a hard 150-day statutory limit that the president cannot extend unilaterally.

13 Jul3 layers

Financial Markets

Brent Crude Falls Below $70 as Iran-US Ceasefire Reopens the Strait of Hormuz

Brent crude fell below $70 a barrel on July 1, 2026, after a US-Iran memorandum of understanding signed June 18 ended the conflict and reopened the Strait of Hormuz.

13 Jul3 layers

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Emerging Market Debt's 'Enduring Strength' Case for 2026 - and the Dollar Risk Hanging Over It

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