This Iran war saga is unlike anything in modern markets. The amount of information, disinformation and utter nonsense is unprecedented. It's a cesspit of inform...

FUNDAMENTAL OVERVIEWOil prices plunged on Friday following a barrage of positive news. It all started with an Axios report saying that under a compromise propos...

US-Iran gaps are said to have narrowed, but disputes over nuclear limits, uranium stockpiles, Hormuz access and sanctions relief remain unresolved, keeping pros...

US envoy Waltz said all options, including strikes on Iran infrastructure, remain on the table ahead of talks, signalling continued pressure and keeping escalat...

UAE held talks with the US on a potential financial backstop as war disrupts oil exports and dollar flows, with officials even raising yuan use in a stress scen...

Summary:US seizes Iranian cargo ship attempting to breach blockade Iran threatens retaliation, labels move “armed piracy” Tehran rejects second round of peace t...

Iran says Hormuz security isn’t free while exports are restricted, as UAE warns 600m barrels blocked and rejects “protection racket” claims, highlighting deepen...

US futures trade is open for the new week, gaps:S&P500 futures -1%, NQ also Brent +7%CL +9%Early FX rates indicated the moves, as usual:Monday open FX (unli...

Iran’s top joint military command:U.S. violated ceasefire by firing at one of Iran’s commercial shipsIran will soon respond and retaliate against this ‘Maritime...

We moved back to more aggression in the Gulf over the weekend:Monday open FX (unlike the closed Strait of Hormuz). Indicative rates 20 April 2026.Early FX indic...

About 20 minutes before Iran's foreign minister told the world today that the Strait of Hormuz was fully open again, someone dumped 7,990 lots of Brent crude fu...

FUNDAMENTAL OVERVIEWSilver has been outperforming gold recently amid tailwinds like lower real yields, looser financial conditions and lower US dollar. The mome...