Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Military action resumed after a pause in the six-month conflict, pushing Piper Sandler to raise its Brent price forecast to $90 a barrel.
The US struck three Iranian oil tankers in response to attacks on warships, and Piper Sandler responded by raising its second-half 2026 Brent forecast to $90 per barrel.
Brent crude topped $96 a barrel and the dollar held firm as fresh U.S.-Iran strikes pushed bond yields higher and knocked Asian equities lower.
Brent crude rose for a third straight session past $96 a barrel after the U.S. and Iran traded fresh strikes, dragging Asian markets down and lifting bond yields.
U.S.-Iran strikes and a hawkish tone from the Federal Reserve combined to lift oil and pressure European equities in the same session.
European stocks slipped as U.S.-Iran strikes drove a rally in crude oil, with Brent testing resistance near $91.50 while hawkish Fed rhetoric added to the pressure on risk assets.
An attack on an ADNOC-linked vessel in the Strait of Hormuz coincides with extended U.S. carrier deployment and a U.K. crackdown on Chinese components in naval drone supply chains, pushing geopolitical risk back to the front of the macro agenda.
A vessel tied to ADNOC was attacked in the Strait of Hormuz as President Trump defended an extended carrier deployment in the region, while the U.K. stepped up defense supply-chain vetting after Chinese-origin signals were detected in naval drones. The twin developments reassert a security premium across energy and defense-linked assets.