Iran has responded to US and Israeli attacks by launching a series of counterstrikes against states across the Middle East, with serious consequences for the oil and gas industry and the global economy.
Spot Gold (XAU/USD) was trading around $4,115 an ounce, up 0.40% for the day, while Gold futures (GC00) gained 1.1% to $4,111.50, according to Dow Jones Market Data. The yellow metal rebounded after Tuesday’s steep 5.7%…
Precious metals investors are watching market conditions closely as gold and silver hover at pivotal price points. While both metals have already posted impressive gains, multiple converging factors suggest we may be wi…
International gold prices have just suffered their worst monthly drop in nearly 18 years, and Wall Street titan JPMorgan has dropped a bombshell, slashing its gold price forecasts for the second half of the year by 20% …
The US Treasury market is undergoing a violent repricing. On Monday, the benchmark 10-year Treasury yield briefly broke above 4.76%, its highest level since January 2025. The 5-year yield rose to levels last seen in ear…
Most commodity markets operate on a single dominant clock. Supply tightens, prices rise. Demand weakens, prices fall. Gold, by contrast, runs on at least two clocks simultaneously, and they are currently telling very di…
Every time a geopolitical crisis threatens a major energy chokepoint, financial markets respond before the physical world has a chance to catch up. This structural asymmetry between paper crude markets and real-world su…
The United States and Israel launched a major military campaign against Iran on Feb. 28, triggering a weekslong war that has spread to neighboring countries and roiled energy markets around the globe.
Oil rose for a third day as President Donald Trump threatened further strikes on Iran, hours after the US resumed its blockade on the Islamic Republic’s shipping through the Strait of Hormuz.
Gold (XAU/USD) steadies on Friday after falling nearly 2% the previous day, as surging Oil prices fueled expectations that the Federal Reserve (Fed) may need to raise interest rates amid a worsening inflation outlook. A…
In early 2025 the Bank of Canada warned that escalating trade tariffs are raising inflation risks that could push inflation above its 2% target and force a pause or reversal of the central bank’s rate-cutting cycle, inc…
Forecasts point to a strong El Niño event at the end of 2026, raising fears over food supplies and prices. While we believe these fears are overstated at the global level, El Niño poses a more significant regional risk …
Stat of the Day: Corporate insiders sold $77.6 billion of stock during the first half of 2026, a 20% increase from a year ago. The only time the selling spree was more intense was back in 2021.
Direct US strikes on Iranian soil paired with Iranian retaliation against US regional assets is the escalation template that has historically produced the sharpest crude risk premia, and the stated target set here, miss…
The latest Personal Consumption Expenditures data released on August 26, 2026, showed headline inflation remaining elevated at 3.7% year-over-year and core PCE steady at 3.3%, according to the Bureau of Economic Analysi…
Silver (XAG/USD) trades on the front foot on Friday but lacks strong follow-through and remains within the narrow range seen this week. At the time of writing, XAG/USD trades around $65 after bouncing from an intraday l…
Asian markets traded cautiously on Thursday, with much of the region's price action muted as traders adopted a wait and see approach ahead of Federal Reserve Chair Kevin Warsh's Jackson Hole speech, even though the symp…
Oil prices fell on Wednesday as Washington's shift from military strikes to economic pressure on Iran eased immediate supply fears, while uncertainty over the reopening of the Strait of Hormuz and expectations fo…
In late June, the Reserve Bank of India (RBI) released the Financial Stability Report (FSR). According to the report, as of September 2025, India’s household debt stood at 45.5% of its gross domestic product (GDP). In J…
Oil markets have a well-documented habit of moving before the facts fully arrive. Futures curves shift on the weight of expectation, not confirmed delivery. Supply premiums unwind when traders begin to believe scarcity …
Crude futures slid roughly 2% on Wednesday, compounding the prior session's decline, as renewed optimism emerged that the Strait of Hormuz might reopen following Iran's announcement that it had renewed discussions with …
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