50 Days of War
Oil Shock, Inflation Risk, and the Market’s Next Big Trade
The ongoing geopolitical crisis is causing massive disruptions in the global oil market, sending inflation fears and supply chain risks soaring. In this exclusive Global Macro Insight report, ATFX’s Chief Analyst Martin Lam breaks down the economic fallout, explores the shifting dynamics of key assets like oil and gold, and provides strategic trading insights to help you navigate the uncertainty.
Learn what’s next for markets and how to position yourself in this volatile environment.

Global Macro Insight for May 2026: What’s Shaping the Markets Right Now?
- How severe is the oil market disruption caused by the ongoing geopolitical conflict, and how will it impact supply chains and energy prices?
- What is gold’s role in this environment, and why is it no longer just a safe-haven asset?
- How will the Federal Reserve's decisions on interest rates and inflation affect your trading strategy moving forward?
- What are institutional investors watching, and what does this mean for market sentiment?
Find out what’s ahead and minimise your risk
Key Insights from the Global Macro Insight Edition
- How severe is the oil market disruption caused by the ongoing geopolitical conflict, and how will it impact supply chains and energy prices?
- Energy crisis impact and $50 billion losses
- Gold’s evolving role amidst geopolitical risks and inflation
- Federal Reserve policy and its market implications
- Expert strategies for trading oil, gold, equities, and volatility in commodities and currencies


Martin Lam
Martin Lam, ATFX’s Chief Analyst for Asia Pacific, brings over 20 years of experience in global macro analysis and trading. As a frequent commentator on HK NOW TV, Martin shares expert insights on how geopolitical events impact markets.
In this edition, he provides a comprehensive analysis of the current geopolitical climate and its economic effects, offering traders valuable perspectives to navigate market volatility and position themselves for success.
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