If U.S. If U.S. President Donald Trump had already succeeded in his real core aim of changing the regime in Iran, the world would very different today — and Washington’s leverage over Beijing and Moscow would have expanded dramatically. A pro?West Iran, led by a gov
Gold is supposed to be a hedge against war and inflation – Not this time Current global circumstances should be highly favorable for Gold, which functions as a safe-haven asset when geopolitical tensions arise and also acts as a store of value when fiat currencies decline during...</stron
Chances that traffic returns to normal fell below 50% on Wednesday, according to Kalshi bettors, despite the U.S. and Iran extending the ceasefire. Chances that traffic returns to normal fell below 50% on Wednesday, according to Kalshi bettors, despite the U.S. and Iran ex
Russian oil has reportedly started to flow once again through the Druzhba pipeline to the European Union after months of a blockage in Ukraine. Russian oil has reportedly started to flow once again through the Druzhba pipeline to the European Union after months of a blocka
Markets are ignoring longer-term negative effects of the war We now have a stalemate in the war, with Iran refusing to talk unless the US removes the blockade of its ports and the US demanding a coherent, consistent offer from Iran. Markets are ignoring longer-term negativ
Oil: Security shock and Hormuz blockade – BNY BNY’s Bob Savage reports that the International Energy Agency warns of the biggest energy security threat in history as the Iran conflict and Strait of Hormuz closure remove significant Oil supply. Oil: Security shock and Hormu
Pakistan has proposed opening the Strait in exchange for partial lifting of sanctions on Iran Trump cited Iran's "fractured" leadership as the reason for extending the ceasefire but yesterday the White House said they knew they were negotiating with the right people. Pakis
India's Infosys beats quarterly revenue view, pegs fiscal 2027 growth at 1.5%-3.5% Reuters India's Infosys beats quarterly revenue view, pegs fiscal 2027 growth at 1.5%-3.5% Reuters
FUNDAMENTAL OVERVIEW Silver has come under renewed pressure on Tuesday after the markets got a bit scared following Iran’s refusal to participate in the Islamabad talks due to the US blockade in the Strait of Hormuz. FUNDAMENTAL OVERVIEW Silver has come under renewed press
Market jitters are pushing the Dollar higher again The US dollar is rising for the third day as hopes for de-escalation in the Middle East fade. Market jitters are pushing the Dollar higher again The US dollar is rising for the third day as hopes for de-escalation in the M