inflectionpoint49ersWeek Ahead
The battle for Hormuz is about to start, with the US commanding a blockade of the region, after the failed talks in Pakistan. Oil rebounds above $100. There is a component of higher energy prices in March inflation report, while the headline number was benign. The earnings report for 1Q26 starts amid strong expectations: guidance will be key. The outlook for inflation and the path for many Central Banks is strictly tied to geopolitical improvements and to…
Week Ahead - Inflection Point
The battle for Hormuz is about to start, with the US commanding a blockade of the region, after the failed talks in Pakistan. Oil rebounds above $100. There is a component of higher energy prices in March inflation report, while the headline number was benign. The earnings report for 1Q26 starts amid strong expectations: guidance