The oil market has seen only modest gains this morning despite the re-escalation between the US and Iran over the weekend.
However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...
Political uncertainty adds to risk premium in gilt yields. Starmer’s resignation is now official, but we’re still in guessing ...
Falling transactions, weaker mortgage activity and rising rates point to a cooling market and slower price growth ...
A more hawkish-than-anticipated FOMC meeting fuelled market expectations of a Fed rate hike. But the inflation backdrop ...
Middle Eastern output – around 10% of global supply – fell 35% YoY in April, although higher production in China may partly ...
Despite lower oil prices, markets are holding onto the prevailing hawkish narrative, limiting the downside risks to rates.
Despite the recent tentative US-Iran agreement, tensions in the Middle East continue to weigh on the eurozone economy. What ...
Spot gold extended gains for a third consecutive session, rising above $4,335/oz this morning following the US–Iran agreement ...
Improving Middle East sentiment and hopes for resumed energy flows are lifting markets, but inflation remains entrenched. Fed ...
The dollar is rallying again, displaying strong fundamental backing (data, Fed) despite sharply lower oil prices. Tomorrow’s ...
The Gulf is central to the petrodollar debate, but it is still only part of the global energy story. Even if invoicing ...