weekly reviews by topic
every monday: a review of the past week in each topic, with the main storylines, how events connect and links to the original stories.
12–18 October 2026
- energyOil above $100: Hormuz risks and refinery strikes defined the week
Brent rose to $110 and WTI passed $100. Supply risks in Hormuz, a refining shortfall and diesel prices set the tone for oil markets from 12 to 18 October.
- geopoliticsEasing of Russia sanctions and uncertainty for the oil market
Review of 12–18 October 2026: Trump's suspension of Russia sanctions, tariffs on Russian oil buyers, Middle East tensions and risks for commodity and financial markets.
- macroMacro week: AI debt, oil and Fed hike bets pressured markets
Review of 12–18 October 2026: inflation driven by oil, Fed rate-hike expectations and AI-sector debt made the week hard for stocks and bonds.