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Markets

The Iran war's biggest 'losers' are now 2026's top-performing markets

The stock markets that were supposed to pay the highest price for the Iran war are now the ones leading the 2026 league table, and the rebound from March's Hormuz panic has been one of the most aggressive relief rallies in years.

Economy

Hungarian forint among top currencies beating US dollar in 2026

A war in the Gulf, a Federal Reserve frozen in place and a hawkish turn across Europe and the Pacific: how ten currencies are pulling away from a weakening US dollar.

Business

European earnings preview: Who wins and who loses from the Iran war?

Eurozone growth has been cut, inflation is surging and the Middle East conflict has shattered the consensus growth story for European corporates. From Paris to Munich, earnings season begins next week.

Economy

Eurozone inflation jumps to 2.5% amid Iran war: Will ECB hike rates?

Consumer prices jumped at their fastest monthly pace since October 2022, driven almost entirely by the energy shock from the Iran conflict. Economists are split on whether Frankfurt will pull the trigger.

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Economy

Is Europe sleepwalking into its worst gas crisis since 2022?

European gas prices have surged 70% and storage is running low. Supply disruptions, rising inflation and the prospect of ECB tightening are raising fears of a repeat of the 2022 energy crisis.

Economy

Is the Iran war pushing Europe into a stagflation crisis?

The Iran conflict has handed Europe its most punishing economic combination in years — stagflation. With input costs surging, output stalling and confidence collapsing, the ECB's window of stability seems to have closed.

Economy

Iran war has 'material impact' on inflation, ECB's Lagarde warns

ECB holds rates, warning Middle East tensions and oil risks could push inflation higher. Baseline sees 2.6% in 2026, but energy shocks could lift it to 3.5% or 4.4%, depending on how long supply disruptions persist.

Markets

Iran war: Europe's corporate winners and losers revealed

As the conflict in Iran enters its third week, the market is telling a stark story — one of energy windfalls and industrial ruin, drawn along a single fault line: proximity to oil.

Economy

Oil shock splits the world: Who's gaining and who's paying the price?

As oil prices surge, one question is emerging as the key determinant of economic vulnerability: does a country sell energy, or buy it?

Economy

How high could Europe's inflation go if the Iran war continues?

Economists estimate that rising oil and gas prices could significantly lift eurozone inflation. Markets have already begun pricing in the risk of a rate hike in 2026.

Economy

Iran war: How exposed are European economies?

The closure of the Strait of Hormuz has sent gas prices surging by 60%, putting additional strain on Europe's already-depleted winter inventories and prompting economists to revise their 2026 growth and inflation outlooks.

Economy

Eurozone inflation sees unexpected rise: Is the worst yet to come?

Eurozone inflation rose to 1.9% in February, above expectations, before Middle East tensions sent oil and gas prices sharply higher.

Markets

Why are emerging markets rallying in 2026?

Emerging markets are staging a powerful comeback in 2026, decisively outperforming US equities as the S&P 500 remains flat amid volatility in software and long-duration growth stocks.

Economy

Eurozone manufacturing at a turning point? PMI hits 44-month high

Eurozone manufacturing returned to growth in February, hitting a 44-month high as Germany led a factory rebound.

Economy

Investor optimism on European growth hits record high, survey finds

European investor optimism about economic growth has hit a record high, Bank of America’s latest fund manager survey shows, buoyed by hopes of German fiscal stimulus and defence spending.

Markets

Software sector sell-off: Which European companies are hit?

AI anxiety is reshaping the software sector's landscape. What started as a US sell-off has become a reckoning for Europe's tech giants.

Economy

Milano-Cortina 2026: The economic impact of the Winter Olympics

The Milano-Cortina Winter Olympics are estimated to generate €5.3bn in total economic value, including €2.3bn in tourism spending.

Economy

ECB rates unchanged, Lagarde: 'Inflation is in a good place'

The ECB kept rates unchanged as inflation fell to 1.7%. Christine Lagarde said policy is “in a good place”, downplaying the undershoot as temporary, while stressing data dependence, balanced risks and the need for EU reforms to support growth.

Economy

ECB holds rates as inflation cools and economy stays resilient

The ECB held rates as eurozone inflation fell to 1.7% in January, its lowest since September 2024 and below the ECB’s 2% target. Core inflation eased to 2.2% as energy prices plunged.

Economy

Why are Spain and Portugal growing twice as fast as the eurozone?

Iberian economies outperform peers, supported by strong domestic spending and thriving industries.

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