oil shocks

Oil shocks and crashes: Where are we headed with the 2026 crisis?

Past oil shocks reshaped energy policy and fuel use, but the latest disruption may reinforce trends already reducing the world’s reliance on oil. Read more »
The Israel-Iran war impact

Israel-Iran war risks global stagflation shock

The Israel-Iran war revives 1970s-style supply shocks, sending crude toward triple digits and rattling markets from Mumbai to Manhattan. Read more »
policy circle image

Trade deficit falls, but crude price risk persists

Brent crude’s sharp rise may upset India trade deficit math, strain SMEs, and widen the current account deficit. #exports #imports Read more »
President Biden's $1.9 trillion US stimulus package

$1.9 trillion US stimulus package to boost India growth, nudge inflation

A potential increase in country risk premia and pressure on domestic yields caused by the US stimulus could tighten domestic financial conditions. Read more »