Analysis & Opinion

The International Energy Agency warns oil prices are set to rise further, as current futures fail to reflect the severity of supply disruptions. The Middle East war has slashed oil output by up to 13...

‘Final and Best Offer’Following the breakdown of weekend peace talks – with US Vice President JD Vance departing Islamabad after delivering what he called a ‘final and best...

There are many things happening at once, which is creating a fair amount of confusion in the market. As I noted around 6 or 7 AM ET, it was clear that even with oil up roughly 6–7%, the credit...

Gold futures are currently trading at 4859, holding above the VC PMI Daily Mean (~4829), confirming a transition into bullish price momentum. This shift reflects a successful reversion from lower...

Diana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran War Is A Boon For The Petrodollar.” She pushes back against claims that the Iran conflict is...

The American Petroleum Institute (API) estimated that crude oil inventories in the United States rose 6.10 million barrels in the week ending April 10. In the week prior, US crude oil inventories rose...

Key Takeaways Gold trades in the upper portion of its structure while positioning compresses ahead of the PPI release. Real yields and USD dynamics remain the dominant transmission channel. The active...

The Dollar Index did not snap its losing streak yesterday but extended it for its eighth consecutive session to match the longest downdraft since April 2011. The streak may end today if the...