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Mohamed Abdelhamid

Weekly Summary: escalation against Iran and jobs data into focus

Last week saw significant developments across geopolitical tensions in the Middle East, key economic indicators from major economies, and updates on monetary policy. Here’s a comprehensive overview. Geopolitical Tensions Lead Market Sentiment Geopolitical factors dominated market movements last week. The ongoing conflict involving Iran drove global prices of oil and …

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March 2026 Market Snapshot: Labor Softens, Inflation Holds Steady, Volatility Rules

February’s employment report, released early March, showed a clear pullback: nonfarm payrolls dropped by 92,000 jobs, well below expectations and marking the second consecutive month of weakness after revisions. The unemployment rate ticked up to 4.4%. This softening reflected broader caution among businesses, with reductions hitting health care (partly due …

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Wall Street Slides Into Correction as Oil Shock and Geopolitical Fears Ignite Market Panic

US equities came under heavy selling pressure on Friday, with major indexes extending their decline as investors reacted to escalating geopolitical tensions and surging energy prices. The Dow Jones Industrial Average fell sharply, slipping into correction territory after dropping more than 10% from its recent peak. Broader markets also weakened, …

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Europe’s Carmakers Race Into the Defense Economy

A Strategic Shock Reshaping European Industry: Europe is no longer treating defense as a peripheral sector. It has become a central pillar of industrial policy and corporate strategy. Under pressure from slowing automotive demand, rising production costs, and intensifying geopolitical risks, major manufacturers are rapidly pivoting toward military production. What …

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Explainer: How War Reset the Wall Street’s Compass

When conflict erupted with Iran in February 2026, the financial world was jolted out of its familiar rhythm. Just days earlier, investors had been navigating a relatively predictable landscape—tracking inflation trends, anticipating interest rate cuts, and weighing the durability of economic growth. The mood was cautiously optimistic, with hopes pinned …

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Dollar Dominance Returns: Geopolitical Tensions Push Global Markets Into Defensive Mode

Global financial markets closed the week under a cloud of caution as rising geopolitical tensions in the Middle East fueled a powerful surge in the US Dollar. Investors increasingly shifted toward safe-haven assets, reinforcing the greenback’s strength and pressuring major currencies across the board.The US Dollar Index climbed to near …

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