After Israel and Iran agreed to stop fighting, Group Chief Economist Neil Shearing and Chief Climate and Commodities Economist David Oxley are on this special episode of the Weekly Briefing to discuss what follows, including why oil prices are set to remain under pressure as the market attention shifts back to fundamentals, and the impact of other notable uncertainties such as the fiscal bill making its way through Congress and the looming expirations of Trump’s tariff pauses.

Analysis referenced in this episode

Oil market fundamentals snap back into focus

Commodities Outlook: Instability and tariffs cloud otherwise bearish outlook
Israel-Iran and economic risk in a world of radical uncertainty