Oil and equity index futures open at the top of the hour. Early FX is indicating risk off
We moved back to more aggression in the Gulf over the weekend:Monday open FX (unlike the closed Strait of Hormuz). In ...
It looks like there was more signs of insider trading on today’s Iran war news
About 20 minutes before Iran’s foreign minister told the world today that the Strait of Hormuz was fully open a ...
Silver outperforms gold amid positive drivers but new record highs will need Fed support
FUNDAMENTAL
OVERVIEWSilver has been outperforming
gold recently amid tailwinds like lower real yields, looser ...
Oil prices remain under pressure amid US-Iran deal optimism. What’s next?
FUNDAMENTAL
OVERVIEWOil prices have been
pulling back since Monday as the positive US-Iran deal expectations ...
Gold struggles to gain steam amid US-Iran optimism as neutral Fed caps momentum
FUNDAMENTAL
OVERVIEWThe bullish momentum in
gold waned recently despite lots of tailwinds like lower real yie ...
ICYMI: IEA warns Europe may have ~6 weeks of jet fuel
IEA warns Europe may have just six weeks of jet fuel left as Hormuz disruptions hit supply, raising risks of higher i ...
Unverified reports Tehran plans to begin “initial steps” toward Bab al-Mandab block
There are reports that a source close to Iran’s Parliament Speaker Ghalibaf said Tehran plans to begin “initial steps ...
ECRI: Markets underestimating global inflation upswing beyond oil
ECRI argues a synchronised global inflation upturn is underway beyond oil effects, with pressures broadening across m ...
Trump posts upbeat comments on Israel -Lebanon peace talks -“Nice!”
Trump pumping talks between Israel and Lebanon, adding to positive sentiment.
This article was written by Eamonn ...
ICYMI – Reports that Iran proposes partial Hormuz reopening for ships via Oman waters
Iran has proposed allowing ships safe passage via the Omani side of Hormuz as part of US talks, signalling potential ...
Fox says its confirmed that Iran used Chinese satellite to target US bases
Summary:Reports (FT, echoed by Reuters/Fox) say Iran used a Chinese satellite to monitor US bases.
The IRGC all ...
Iran hardliners rise after war, raising risks to Hormuz and peace prospects
Iran’s leadership has hardened after the war, with hardliners gaining control and reducing prospects for peace, while ...