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PUBLICATIONS
Recap | October 13, 2026
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
2 days ago8 min read
Recap | October 10, 2026
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
5 days ago11 min read
Recap | October 6, 2026
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
Oct 77 min read
Recap | October 2, 2026
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
Oct 38 min read
Recap | September 29, 2026
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
Sep 309 min read
Recap | September 25, 2026
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
Sep 278 min read
Recap | September 22, 2026
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
Sep 237 min read
Recap | September 18, 2026
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
Sep 208 min read
Recap | September 15, 2026
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
Sep 167 min read
Recap | September 11, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 128 min read
Recap | September 4, 2026
Relevant summaries written by a research analyst to save you time. Commentary - NOT advice or a recommendation. See Disclaimers and Terms.
Sep 47 min read
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