"A sustained $10 increase in oil prices is expected to increase inflation by 0.4% and lower GDP by 0.4%": Apollo Global Management 's ( APO -4.34%) chief economist Torston Slok says oil is fueling U.S. stagflation fears, adding to the effect expected from import tariffs.

In a widely expected move, the State Bank of Pakistan (SBP) kept the policy rate unchanged at 11 percent on Monday, citing emerging external sector risks, the fiscal impact of the upcoming budget, and a recent rebound in international oil prices.

Ansid Capital's Anurag Singh predicts stable oil prices between $60 and $90 for the next four years. He believes the US administration will maintain oil flow. Singh also addresses market concerns regarding geopolitical tensions.

An hour with a big fixed income manager is a discussion of the big issues. Expect volatility, he says – a bit of a tired line, although not an untrue one.

The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately.

Oil prices are rising and stocks are falling on worries that Israel's attack on Iranian nuclear sites could damage flow of crude around the world.

Investors struck a cautious tone on Monday, as an escalating conflict between Israel and Iran pushed oil prices higher and raised wider questions about the long-term impact.