Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
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The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.
March 16, 2026
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