Brent at $100? Hormuz Risk, AI rally and a fragile US market: Andrew Freris flags two-year energy shock cycle

April 28, 2026

Geopolitical shifts in West Asia will alter global energy routes for years. Oil prices may stay high. Equity markets are climbing on artificial intelligence hype, not strong company profits. Investors are advised to reduce US stock holdings. Asian markets show better performance. This situation points to long-term structural changes in energy and markets.

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Nasdaq rises 1%, Dow, S&P close higher as weak jobs data tempers rate hike bets

U.S. stocks finished higher following a weaker-than-expected jobs report which eased rate hike expectations. Nonfarm payrolls rose by only 29,000, significantly below economists’ forecasts of

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Fed officials give hints on rate decision as markets cut October rate hike odds

Fed officials tempered expectations for an October rate hike after Philip Jefferson and John Williams stressed patience and data dependence. Markets sharply reduced hike odds,

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