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Shahab Jafry

The price of almost peace
Opinion

The price of almost peace

Brent crude slipping below $90 a barrel on Tuesday ought to have offered an inflation-weary world some relief....
Updated 12 Nov, 2026 06:39am
Let them eat bonds
Opinion

Let them eat bonds

France is providing a rather uncomfortable illustration of what happens when the global bond market begins...
Updated 29 Oct, 2026 06:02am
Trump’s war, oil’s rules
Opinion

Trump’s war, oil’s rules

Brent crude is trading above $108 a barrel despite a substantial recovery in shipments through the Strait of Hormuz,...
Updated 15 Oct, 2026 06:51am
Sure, bonds are safe again
Opinion

Sure, bonds are safe again

Perhaps the dollar is trying to tell us something. It has climbed to its highest level in two months even as oil has...
Published 24 Sep, 2026 05:47am
Another fine mess for the Fed
Opinion

Another fine mess for the Fed

My Wednesday deadline means I must always file my column just before important economic and financial announcements...
Published 17 Sep, 2026 02:47am
The shock has stopped shocking
Opinion

The shock has stopped shocking

Perhaps the strangest thing about Brent crossing $100 again is how unsurprising it has begun to feel. Six months...
Published 10 Sep, 2026 06:20am
The fog of peace
Opinion

The fog of peace

What if the most revealing measure of Donald Trump’s elusive peace with Iran is no longer found in diplomatic...
Published 13 Aug, 2026 02:16am
When markets smell stagflation
Opinion

When markets smell stagflation

Relief can be remarkably expensive. Only a few weeks ago, financial markets were celebrating what appeared to be the...
Updated 23 Jul, 2026 06:41am
The conviction paradox
Opinion

The conviction paradox

There is something rather unusual happening in financial markets. The more uncertain the future of artificial...
Updated 16 Jul, 2026 07:17am
So, is it really “over”?
Opinion

So, is it really “over”?

The first casualty of war is often certainty. The second, increasingly, appears to be financial markets. President...
Published 09 Jul, 2026 05:04am
Banking on peace already?
Opinion

Banking on peace already?

Oil markets have spent the past week behaving as though the worst is over. Brent crude has surrendered much of its...
Published 02 Jul, 2026 05:45am
Can oil derail AI?
Opinion

Can oil derail AI?

The US-Israeli war on Iran has already produced a surprisingly long list of unintended consequences. Shipping routes...
Updated 11 Jun, 2026 06:56am
The yen warning
Opinion

The yen warning

The yen’s slide back to 160 against the dollar may look like a Japanese problem. Tokyo certainly thinks it is....
Updated 04 Jun, 2026 06:49am