ING
May 13, 2026
Oil Iran and the Markets What Happens Next
Macro ThematicCommoditiesFXRates Govt BondsEnergyFinancials
ING is hosting a webinar to analyze the market impact of the ten-week-long Iran war on energy prices, FX, and credit. Key topics include the Strait of Hormuz blockade and the Federal Reserve's rate outlook under Kevin Warsh.
Key Takeaways
- 1.Energy markets remain in limbo ten weeks into the Iran war, with critical disruptions in the Strait of Hormuz.
- 2.The upcoming meeting between Presidents Trump and Xi is viewed as a potential turning point for market stabilization.
- 3.Market focus is shifting toward the Federal Reserve's rate hike potential under the leadership of Kevin Warsh.
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Authors
Warren PattersonJames KnightleyChris TurnerTimothy Rahill
Securities
EURUSDOilNatural Gas
Themes
Geopolitical Energy DisruptionCentral Bank Policy Pivot
Regions
Middle EastGlobalIranUnited StatesChina