US-Iran Schrödinger’s cat deal: signed and unsigned at once. Where are we at?
A potential US-Iran agreement removed a major geopolitical risk premium from markets, sending crude lower, bonds high ...
Breaking: Trump cancels scheduled attacks on Iran today, says there is an agreement
Trump writes:Based on the fact that discussions with the Islamic Republic of Iran
have been brought to the highes ...
Gold sees light bounce but still holds below March low after break lower yesterday
Gold is off its early lows today in a bounce to $4,080 levels now, with the low earlier touching $4,024. It’s a ...
ICYMI – Georgia central bank buys $100mn more gold as global reserve demand surges
Georgia’s latest purchase is a small but illustrative example of a much larger global trend, with central banks ...
Iran fires fresh missiles at Jordan, Kuwait and Bahrain in widening attacks
A simultaneous attack across Jordan, Kuwait and Bahrain marks a significant widening of the conflict beyond direct US ...
Gaslighting the oil market – global oil inventories six weeks from operational minimums
The note argues that record fast crude inventory draws are being misread as evidence of no supply problem, when in fa ...
Oil update ICYMI – US bombed Iran second night in a row
Trump has been well and truly snookered. Flailing now. All he has is bombs. So far:Bombing across southern Iran near ...
Iran denies Trump contact claim as US says no warships hit in Hormuz
Conflicting claims between Washington and Tehran are likely to keep volatility elevated, with markets struggling to v ...
Trump says Iran asked US to halt strikes, bombing to stop shortly
A signal that strikes may be winding down, with direct US Iran contact reported, could trigger an initial relief rall ...
Update: Iran shuts Strait of Hormuz to all vessels, says ships will be targeted
A formal closure order for the Strait of Hormuz, backed by an actual strike on two vessels, marks a major escalation ...
Trans Mountain oil pipeline hits full capacity as Strait of Hormuz crisis disrupts supply
The Strait of Hormuz disruption from the escalating US-Iran conflict is already redirecting global crude flows, with ...
US Iran strikes focus is navy bases and air defences to force deal – update
A second consecutive day of US strikes, now extending to more naval assets used to threaten shipping lanes, points to ...