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This summary provides an elite-level analysis of the oil market update by Eric Nuttall of Ninepoint Energy Strategies, published on April 24, 2026.

Executive Overview: Day 55 of the Conflict

• Context: Eric Nuttall of Ninepoint Energy Strategies provides a weekly update on what he labels the "U.S.-Iranian War," now in its 55th day…

This is a summary of the Citi Markets Edition podcast recorded on April 20, 2026, featuring Dirk Willer (Global Head of Macro) and Adam Picket (London Macro Head). The discussion centers on the impact of geopolitical tensions in Iran, the evolution of the "Petro-dollar," and insights from the IMF Spring Meetings.

**[00:00:00] Research at…

In this episode of On Investors' Minds, Tai Hui, Chief Market Strategist for Asia Pacific at J.P. Morgan Asset Management, discusses the sustainability of current investor optimism amidst geopolitical tensions in the Middle East, shifting central bank policies, and the latest U.S. corporate earnings.

I. Introduction & Market Overview [00:00:05](https://youtu.be/nlfUqWILorY&t=0h0m5s)

• Host: Tai Hui,…

This episode of the Odd Lots podcast features Brad Setser, a senior fellow at the Council on Foreign Relations, discussing the geopolitical and financial ramifications of the conflict in the Middle East, the shifting dynamics of oil markets, and the persistent dominance of the US dollar despite "de-dollarization" narratives.

I. Historic Analogy: The 1970s vs. Now

• Contextual Differences: The 1973…

This PIMCO podcast, titled "The Credit Market Lens: Oil Supply Shocks Don’t Age Well," provides an expert analysis of how prolonged oil supply disruptions affect the global economy and credit markets. It highlights the growing "K-shaped" economic divide in the U.S. and the resilience of the asset-backed securities (ABS) market despite rising subprime stress.

For entire article visit : [The Credit Market…

This comprehensive summary covers the Morgan Stanley Economic Roundtable held on April 14, 2026, focusing on the global implications of energy shocks and the resulting actions taken by central banks. Participants: Seth Carpenter (Global Chief Economist), Michael Gapen (US), Jens Eisenschmidt (Europe), Chetan Ahya (Asia).

I. Introduction: The Global Energy Narrative

• The Context: This…

In this episode of HSBC's "The Macro Brief," host Pierce Butler discusses the economic fallout of recent Middle Eastern tensions with Global Economist James Pomroy and Chief India Economist Pranjul Bhandari. Despite a two-week ceasefire between the US and Iran, the global economy faces significant disruption, particularly through energy price volatility and supply chain constraints.…