Since the US and Israel launched decapitation strikes against Iran’s leadership, global markets have avoided worst-case scenarios on the apparent bet that “allied” forces would prevail and lengthy disruption to hydrocarbon supplies from the Persian Gulf would not materialize. At the same time, tanker rates have soared, jet fuel costs are surging, and crack spreads have been ripping higher, pointing to severe disruption in the energy complex. Our panel will assess the latest geopolitical situation and aim to map a path on what comes next for markets.
The War And Markets
Monday, March 9, 2026 - 10:00AM to 11:00AM
Since the US and Israel launched decapitation strikes against Iran’s leadership, global markets have avoided worst-case scenarios on the apparent bet that “allied” forces would prevail and lengthy disruption to hydrocarbon supplies from the Persian Gulf would not materialize. At the same time, tanker rates have soared, jet fuel costs are surging, and crack spreads have been ripping higher, pointing to severe disruption in the energy complex. Our panel will assess the latest geopolitical situation and aim to map a path on what comes next for markets.
Madrid Seminar
Tuesday, March 10, 2026 - 9:00AM to 11:00AM
You and your colleagues are cordially invited to our upcoming seminar in Madrid on Tuesday, March 10 with Gavekal partner Pierre Gave, and European economist Cedric Gemehl.
They will discuss the global investment outlook, trade war, and will provide an update on European markets.
Coffee will be served from 8:30 and the presentations will commence at 9:00.
Address:
Hotel InterContinental Madrid, Paseo de la Castellana 49, Madrid 28046
You and your colleagues are cordially invited to our seminar in Stockholm, on Tuesday May 19 with Gavekal Co-Founder/CEO Louis-Vincent Gave and Co-Founder/Chief Economist Anatole Kaletsky. The speakers will share their perspectives on the global investment and economic outlook. Coffee will be served from 8:30am and the presentations will start at 9:00am.
Address:
Grand Hôtel, Södra Blasieholmshamnen 8, Stockholm
