skinny.

Latest / Macro Pulse

Conflict, energy and constraints

Financial markets have been jolted over the past week by a sharp escalation in geopolitical risk. The sudden intensification of hostilities between Israel and Iran—marked by missile strikes and retaliatory air operations—has reignited fears of a broader regional conflict with global consequences. In our charts this week we focus on:

Geopolitical risk

Oil prices and global growth

Global shipping costs

Global oil reserves

Living standards and energy prices

Natural capital

The skinny

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