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Washington Considers Iran Oil Waiver as Ceasefire Talks Pressure Energy Markets

The suggestion that Washington is considering a temporary sanctions waiver for Iran represents a meaningful departure from the maximum pressure framework that has been the administration's stated policy since the conflict began. Maximum pressure doctrine holds that sanctions should be maintained and tightened until …

Nitish Kishor | 20 May 2026

The Gulf War's African Aftershocks: When a Hormuz Conflict Reaches the Sahel

The Gulf conflict is driving fuel price shocks, Red Sea disruptions, andRemittancepressures across Africa, with the African Development Bank warning of major economic risks for 2026.Key HighlightsThe Iran-Gulf conflict is generating significant economic and security aftershocks across Africa, particularly in countries dependent on Gulf …

Nitish Kishor | 20 May 2026

Iran's Proxy Network Exploits the Gulf Distraction: The War's Invisible Fronts

Iran-aligned proxy groups including Houthis, Hezbollah, and Sahel affiliates are escalating activity across multiple regions as US and allied forces shift focus to Gulf conflict operations.Key HighlightsIran-aligned non-state actors across the Middle East and Africa are expanding their activities as US and allied counterterrorism …

Ankur Sharma | 20 May 2026

Inflation's Return Is Sending Sell Signals That Bulls Can No Longer Ignore

RisingInflation, higher Treasury yields, and fading Fed rate-cut hopes are generating sell signals that could pressure stock market valuations in 2026.Key HighlightsA renewed uptick in US inflation data is generating technical and fundamental sell signals that have historically precededEquitymarket corrections.Headline CPI reaccelerated to 3.8%, …

Nitish Kishor | 20 May 2026

Pakistan Deploys Forces to Saudi Arabia as Iran War Draws in Regional Powers

Reports of Pakistani military deployments to Saudi Arabia are intensifying fears of wider regional escalation, with implications for oil prices and Gulf security.Key HighlightsPakistan has deployed a jet squadron and thousands of ground troops to Saudi Arabia in response to the ongoing US-Iran conflict.The …

Nitish Kishor | 20 May 2026

Bessent to G7: Align on Iran Sanctions or Undermine the Entire Regime

Treasury Secretary Scott Bessent is urging G7 nations to strengthen Iran sanctions, a move that could reshape oil markets and increase pressure on Tehran.Key HighlightsUS Treasury Secretary Scott Bessent announced plans to call on G7 nations to follow the US-led sanctions regime against Iran.The …

Nitish Kishor | 20 May 2026