Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Potential resumption of US-Iran fighting in November threatens to reignite regional war and precipitate supply disruptions if no deal is reached. The Federal Reserve will release its latest monetary policy decision on Wednesda

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Saudi-Houthi fighting, Hormuz attacks, and Iran's preparations for a renewed conflict with the US highlighted Middle East uncertainty. Ahead of September price data, Federal Reserve officials looked past the October FOMC meeti

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary While the US and Iran have avoided direct attacks for now, fighting in Yemen and Saudi Arabia has escalated as key Middle East waterways remain contested. A White House committee to investigate Fed Governor Lisa Cook will test

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary With the US and Iran at odds over conditions, the conflict between Houthi rebels in Yemen and Saudi-backed government forces intensified amid a coalition counteroffensive. Restoration of Middle East crude supply has tempered o

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary G7 countries announced a plan to release additional reserves to address fuel supply shortages amid ongoing conflicts and diplomatic uncertainty. Moderating inflation and softer employment data reduced pressure on the Fed to ac

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary A restart of Saudi Arabia's East-West Pipeline and transfers through and around Hormuz have relieved pressure on oil while the US and Iran continue mediation. Federal Reserve officials acknowledged inflation risks but an Octob

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Oil fluctuates with uncertain US-Iran diplomacy amid Saudi supply concerns and record diesel prices. Growth, inflation, and policy prospects lift government bond yields while Federal Reserve officials point to potential for ad

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Ahead of this week's Trump-Xi summit in Washington, a meeting between the US and Iran at the United Nations in New York offered an opportunity for high-level dialogue amid threats of escalation. Plans to restart Saudi Arabia's

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary The Federal Reserve hiked rates in light of economic strength and elevated inflation coming against a backdrop of geopolitical uncertainty. Oil markets have fluctuated in response to a developing conflict between Houthis in Ye

Informational commentary - NOT advice or a recommendation of any kind. Without suitable progress on inflation, the Federal Reserve agreed there was work to do. By Edward von der Schmidt 2026-09-17 | Summary | Statement | Summary of Economic Projections | Prepared Remarks | Press Conference | Takeaways | Disclaimers Summary The Federal Open Market Committee (FOMC) voted unanimously to hike policy rates by 25 basis points (to 3.75-4.00%) to demonstrate its commitment to ensurin

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms. What is the Recap? CONTEXT = Background ANALYSIS = Reasoning VIEWPOINT = Opinion By Edward von der Schmidt Summary Markets prepare for September Federal Open Market Committee (FOMC) decision, new economic projections, and Warsh press conference for policy insight. Houthi gains in Yemen and Saudi Arabia's pipeline closure pressure oil suppl

Probable is not a guarantee.

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

Relevant summaries written by a research analyst to save you time (What is the Recap?).

Relevant summaries written by a research analyst to save you time (What is the Recap?). Commentary - NOT advice or a recommendation. See Disclaimers and Terms.

The Outlook is an interpretation of current events informed by grounded research. Please refer to our Recap publications for the in-depth analysis underpinning these essays.

The Recap is a structured, markets intelligence brief designed to offer clarity and save you time. It is personally vetted and written by a research analyst and discusses important macroeconomic and geopolitical topics. The Recap will generally be published on Tuesday and Friday evenings (Pacific Time).

Relevant summaries written by a research analyst to save you time. Commentary - not advice or a recommendation. See Disclaimers.