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Market Commentary, March 2026

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Energy Shock and a Strong USD: How Systematic FX Strategies Benefited from the Crisis International financial markets were marked by geopolitical shocks in March 2026. The escalation in the Middle East—particularly the blockade of the Strait of Hormuz—led to a global energy shock with oil prices exceeding $100. At the same time, trade tensions between the U.S., the […]

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