The Expat Edge

US CPI 3.8% and a Rate Hike Back on the Table: What Expats Must Do Now

US CPI 3.8% and a Rate Hike Back on the Table: What Expats Must Do Now

Published on: 18/05/2026

April US CPI printed at 3.8% and PPI at 6.0%, pushing Fed rate hike odds to one-in-three. Here is what this means for expat portfolios, gold, and currency strategy.

Iran Rejects the US Nuclear Deal: Why $100+ Oil Is Now the Structural Base Case for Expat Financial Planning

Iran Rejects the US Nuclear Deal: Why $100+ Oil Is Now the Structural Base Case for Expat Financial Planning

Published on: 11/05/2026

Iran's May 10 rejection of US peace terms ends the 'maybe they'll deal' narrative. Here's what structural $100+ oil means for European expats in Southeast Asia.

Trump's Shoot-to-Kill Order in Hormuz: What the Oil Risk Shift Means for Expat Portfolios

Trump's Shoot-to-Kill Order in Hormuz: What the Oil Risk Shift Means for Expat Portfolios

Published on: 26/04/2026

Trump ordered US forces to engage Iranian boats in the Strait of Hormuz. Oil's pullback to $105 is reversing. Here's what this means for expat portfolio positioning.

Hormuz Is 'Open' but Only 19 Ships Got Through: The Ceasefire Illusion Hitting Expat Portfolios

Hormuz Is 'Open' but Only 19 Ships Got Through: The Ceasefire Illusion Hitting Expat Portfolios

Published on: 11/04/2026

Only 19 ships have transited Hormuz since the ceasefire. 2,000 vessels remain stranded. Markets priced in a reopening that hasn't happened. Here's what expats should do before April 22.

Saudi Arabia's Backup Oil Route Just Got Hit: Why Expat Costs May Not Drop Even if Hormuz Reopens

Saudi Arabia's Backup Oil Route Just Got Hit: Why Expat Costs May Not Drop Even if Hormuz Reopens

Published on: 11/04/2026

Iran struck Saudi Arabia's East-West pipeline on April 9. Even if Hormuz reopens, expat energy costs across Southeast Asia may not drop. Here's what it means for your finances.

US Inflation Hit 0.9% in March: What Expats Earning in Dollars Should Do

US Inflation Hit 0.9% in March: What Expats Earning in Dollars Should Do

Published on: 11/04/2026

US CPI surged 0.9% in March 2026, driven by energy costs. Here's what it means for expat investments, Fed rate expectations, and your cash strategy.