This is Goldman's second downward revision in a week, which gives the cuts additional weight as a directional signal rather than a knee-jerk reaction. The bring...
Brent at $83 and WTI at $80 both remain well above pre-war levels, and the path back is constrained by inventory, insurance and messaging. The key market signal...
The analyst consensus is constructive on risk assets but explicitly not euphoric. Oil majors are flagged as likely to give back gains as the war premium unwinds...
Gold's proximity to Barclays' $4,150 fair-value estimate sets up a technically cleaner entry point for buyers who accept the structural case. The key near-term ...
Iran’s Mehr news agency saysSound of three explosions heard south of Qeshm Island, Strait of HormuzExplosions occurred in Strait of Hormuz area are possibly lin...
Oil markets are pricing in relief that may arrive well ahead of actual supply normalisation. Even at the optimistic end of analyst forecasts, energy flows throu...
: Scotiabank just lifted its entire copper price deck and is openly flagging a near-term squeeze toward $7/lb.The bank's metals team led by Orest Wowkodaw dropp...
Precious metals are seeing a good start to the new week with the mood music helped by the US and Iran agreeing to a memorandum of understanding (MOU) deal. The ...
The removal of the 5% cap is the most structurally significant element for gold flows: eligible funds and family offices in Singapore have been constrained in t...
The E4 statement adds Western institutional weight to the MOU but introduces an immediate friction point: the joint demand for unconditional and unrestricted Ho...
The MOU detail is more market-moving than the headline agreement. Oil sanctions suspended on Iranian crude and petrochemical sales is an immediate supply-side o...