Iran may allow Europe to clear mines in the Strait of Hormuz
There is so much smoke around a deal but the key part is: What’s in the deal? The one big red flag I see so far ...
Crude oil rebounds on mixed US-Iran messages as weekend risk keeps prices underpinned
FUNDAMENTAL
OVERVIEW Crude oil opened the week with a big negative gap after Trump called off the planned st ...
Oil holds a little higher on the day as US-Iran uncertainty continues to linger
US-Iran tensions continue to be the main story for markets as we get into August trading. It seemed like things were ...
Brent, WTI recover modestly after 7% plunge, Hormuz attacks ongoing
The modest bounce suggests the market is treating Monday’s selloff as an overreaction to Trump’s pause on ...
UKMTO reports vessel hit near Hormuz as Iran strike reports emerge
An unconfirmed attack near one of the world’s most critical chokepoints is likely to trigger an immediate risk ...
Iran warns of serious risk, casualties for US forces over Hormuz blockade
The remarks add a fresh layer of rhetorical risk to a market already pricing in Trump’s decision to hold off on ...
Oil recap: crude slides as Trump holds off Iran strikes, OPEC+ hike stuck at chokepoints
The scale of Monday’s selloff suggests traders read the postponed strikes as a genuine de-escalation signal, ev ...
Deutsche Bank sees gold’s correction as largely done, holds US$4600 Q4 target
Deutsche Bank’s analysis suggests gold’s recent pullback may already have run its course, with the bank p ...
Trump’s Iran deal claims lift gold, but markets remain skeptical
FUNDAMENTAL
OVERVIEW Gold opened the week slightly higher after Trump
called off the planned strikes on ...
Gold price forecast: Why the $4,100 support zone could decide the next move
Gold price analysis today: Sellers test 4,100 support after failed gap higherGold futures remain mildly bearish after ...
UBS forecasts gold at $5,200 by June 2027 despite near-term pullback risk
UBS’s near-term caution reflects a market still digesting the risk of further Fed rate increases, which would k ...
Key oil chokepoints remain starved of traffic. Red Sea, Hormuz tanker traffic stays deeply depressed
The latest crossing figures underscore just how far shipping activity through both chokepoints remains from pre-confl ...