Oil is surging, LNG flows are threatened, and defense stocks are flying - but are markets underestimating the inflation shock?

In this episode of Market View, hosted by Michelle Martin , we unpack how a widening Middle East conflict is rippling across global markets.

Crude jumps past $78, gold climbs, and LNG futures explode as Qatar halts production - yet US equities steady on hopes oil stays below the $100 danger zone flagged by Morgan Stanley.

Defense names like Palantir, Lockheed Martin and ST Engineering rise, while travel and aviation players including Singapore Airlines, Cathay Pacific and SATS face pressure.

Meanwhile, Nvidia doubles down on photonics with Coherent and Lumentum, CrowdStrike gets an upgrade, and Apple rolls out a lower-cost iPhone 17e.

We break down what matters for inflation, rate cuts, and sector rotation - and where smart money may hide if energy volatility persists.

Oil is surging, LNG flows are threatened, and defense stocks are flying - but are markets underestimating the inflation shock?
In this episode of&nbsp;Market View, hosted by Michelle Martin , we unpack how a widening Middle East conflict is rippling across global markets.
Crude jumps past $78, gold climbs, and LNG futures explode as Qatar halts production - yet US equities steady on hopes oil stays below the $100 danger zone flagged by Morgan Stanley.
Defense names like Palantir, Lockheed Martin and ST Engineering rise, while travel and aviation players including Singapore Airlines, Cathay Pacific and SATS face pressure.
Meanwhile, Nvidia doubles down on photonics with Coherent and Lumentum, CrowdStrike gets an upgrade, and Apple rolls out a lower-cost iPhone 17e.
We break down what matters for inflation, rate cuts, and sector rotation - and where smart money may hide if energy volatility persists.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.