Brent’s surge above US$100 signals a structural shift in how geopolitics, inflation and financial markets interact. Oil markets are increasingly shaped by geopolitics and strategic chokepoints, with tensions around the Strait of Hormuz amplifying global energy risk premiums. KEY TAKEAWAYS Oil is now driving the global macro cycle. Brent crude near US$104 per barrel, up…
Strategic Perspective by TENGKU NOOR SHAMSIAH TENGKU ABDULLAH March 9, 2026 KUALA LUMPUR, The resurgence of oil above US$100 per barrel, triggered by escalating tensions between Iran and Israel, is not merely a geopolitical headline — it represents a macroeconomic inflection point. Energy remains the most powerful transmission channel in the global economic system. When…
With Middle Eastern airspace under pressure, Juwai IQI Global Chief Economist Shan Saeed warns that duration — not intensity — will determine the true economic cost to global aviation and supply chains. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, Mar 3 – As geopolitical tensions cast a shadow over key aviation corridors, one of…
Shan Saeed tells TNS News why Brent crude remains anchored within a disciplined $65–$87 corridor as comfortable inventories and steady non-OPEC supply growth collide with embedded geopolitical risk and macro-financial repricing pressures. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, Feb 28 – The global oil market has entered 2026 in a state that defies…
Shan Saeed says disciplined policy, low inflation and steady growth will keep the ringgit resilient within ASEAN BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, Jan 25 — As global investors look ahead to 2026, the Malaysian ringgit is increasingly being assessed through the lens of structural strength rather than short-term volatility. According to Shan…
