A potential US-Iran agreement removed a major geopolitical risk premium from markets, sending crude lower, bonds higher, and equities sharply higher. While ques...

Trump writes:Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I h...

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 slippery slope for gold now after the technical ...

Georgia's latest purchase is a small but illustrative example of a much larger global trend, with central banks buying over 970 tons of gold in the first quarte...

A simultaneous attack across Jordan, Kuwait and Bahrain marks a significant widening of the conflict beyond direct US Iran exchanges, drawing multiple Gulf stat...

The note argues that record fast crude inventory draws are being misread as evidence of no supply problem, when in fact roughly 11 million b/d of shut in produc...

Trump has been well and truly snookered. Flailing now. All he has is bombs. So far:Bombing across southern Iran near HormuzUS Iran strikes focus to force deal I...

Conflicting claims between Washington and Tehran are likely to keep volatility elevated, with markets struggling to verify the actual state of play in the Strai...

A signal that strikes may be winding down, with direct US Iran contact reported, could trigger an initial relief rally in equities and a pullback in oil prices ...

A formal closure order for the Strait of Hormuz, backed by an actual strike on two vessels, marks a major escalation with direct implications for roughly a fift...

The Strait of Hormuz disruption from the escalating US-Iran conflict is already redirecting global crude flows, with Asian buyers turning to alternative supply ...

A second consecutive day of US strikes, now extending to more naval assets used to threaten shipping lanes, points to a sustained campaign rather than a one off...