This leans mildly inflationary at the margin, though it's a narrower, more targeted pressure than the oil and Treasury stories. The canal handles a meaningful s...
The pace of the rally is prompting banks to revisit both their timelines and their ceilings, with the metal already through a target that had been pencilled in ...
The big announcement from yesterday, in case you missed it:US Treasury is increasing the size of liquidity support buyback operations for longer-dated securitie...
The disproportion between the size of Wednesday's move and the size of the underlying policy change is the key signal for positioning. A genuinely technical liq...
This is a significant escalation in rhetoric even by the standards of the past several weeks, and oil prices are the asset most directly exposed to it. A threat...
Confirmation that a meaningful volume of oil is again moving through the Strait of Hormuz should ease some of the risk premium built into crude prices since the...
The US Treasury announced today that it will at least double the size of its liquidity-support buyback operations for longer-dated Treasury securities, increasi...
Prior was +17.423MGasoline +0.688M vs-1.504M expectedPrior was -0.968MDistillates -1.530M vs -0.982M expectedPrior was -0.010M This article was written by Giuse...
Gold is seeing a modest bounce back up in European morning trade, after falling to around $4,335 at the tail end of Asia trading. The past few hours is seeing g...
Kimmitt's comments reframe the UAE's trade suspension from a diplomatic statement into a potentially serious economic shock for Iran, given Dubai's outsized rol...
The fourth consecutive day of gains reflects a market still pricing genuine uncertainty over whether the Strait of Hormuz is actually navigable, rather than rea...
Iraq's move underscores how deeply the closure of the Strait of Hormuz is reshaping export strategy across OPEC's Gulf-dependent producers, even for a country w...