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Newsletter 504 - 15/05/2026
events of the scale of the Hormuz closure, with several commodity analysts highlighting the impact
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Greece braces for major inflation shock as Middle East standoff continues
EconomyMacroeconomy, with several commodity analysts highlighting the impact not only on the energy market but also
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Brussels flags downside risks for Greece as conflict‑driven inflation surges
EconomyMacroeconomyanalysts note that this is largely due to the significant release of strategic reserves worldwide
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PMI improves in May as manufacturers struggle with effects of Iran war
EconomyMacroeconomyand business confidence picked up”, noted S&P analysts. "That said, the war in the Middle East
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Greece faces prolonged price pressures despite US–Iran deal
EconomyMacroeconomyunder severe pressure and causing political damage. At the same time, most analysts estimate that even
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Manufacturing PMI improves slightly in June, cost and export challenges persist
EconomyMacroeconomy, however”, commented S&P analysts. “Goods producers were more upbeat in their outlook for output
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Pension policy U-turn highlights government’s election concerns
EconomyMacroeconomyand inflation. There is a consensus among analysts and the market that growth will fall below 2% this year
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Officials downplay significance of Trump F-35 signal to Turkey amid fears of softer US sanctions
PoliticsGreek Politicsto 56 of a planned 83 F-16 Viper upgrades already delivered. Some analysts in Athens, however
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Manufacturing conditions continued to improve in July, despite cost pressures
EconomyMacroeconomyon capacity”, noted S&P analysts. “With pressure on supply chains and costs softening, the need
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Athens condemns Turkey’s marine parks as illegal; tensions rise at awkward moment for PM
PoliticsGreek Politicsbecome more frequent in recent months. Bigger picture Greek analysts describe the southern park
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