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Killik & Co's Weekly Market Update 20th Mar

Mar 20, 2026

The Middle East situation is driving up oil and gas prices, negatively impacting the MSCI World Index and the mining sector due to a stronger dollar and higher energy costs. Utilities are performing well as a defensive sector. Central banks have held interest rates steady due to rising inflation expectations driven by commodity prices. The media bidding war involving Netflix, Paramount, and Warner Brothers is also mentioned.

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NFLXNeutralLow ConvictionResearch Only

Netflix was mentioned as being involved in a bidding war for Warner Brothers, but bowed out of the race.

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