Weekly Market Update 18/03/2026

March 18th, 2026

5 mins 17 secs

Season 1

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2026 markets global economy financial news middle east war donald trump market volatility oil prices macro economics investing central banks energy crisis iran conflict stock market geopolitics

About this Episode

In this episode, we take a deep dive into the complex intersection of the Iran conflict and global finance. While the All-Countries World Index remains down 6% from its February highs, the "initial shock" phase of the war has transitioned into a period of cautious, volatile observation.

We discuss:

  • The US Advantage: Why being a net energy exporter has insulated US equities and bolstered the Dollar against the Euro and Pound.

  • Energy Infrastructure at Risk: The latest on Kharg Island, the Strait of Hormuz, and why "flicking the switch" back on for oil production isn't as easy as it sounds.

  • The Central Bank Dilemma: With the Fed, BoE, and ECB meeting soon, will they focus on supply-chain inflation or long-term stability?

  • Economic Momentum: Analyzing the "wobbles" in US and UK data and what they signal for the rest of 2026.