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Crude Oil Threatens Breakout Amid US-Iran Re-Escalation

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.

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Oil extends gains as Trump threatens further Iran strikes

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.

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Gold Faces Fresh Pressure as Oil Risks Complicate the Fed Outlook

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…

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European gas spikes after US strikes on Iranian missile sites

Global oil and natural gas prices surged sharply on Thursday after Iran launched fresh strikes on key energy infrastructure across the Gulf, including Qatar’s main liquefied natural gas (LNG) facility, raising concern…

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The Next Commodity Shock May Begin in the Pacific

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 …

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Gold steadies after sharp selloff as Warsh revives Fed hike bets

Kevin Warsh’s first Federal Reserve meeting delivered a clear message to markets: inflation is back at the center of policy. The Fed held rates steady at 3.5% to 3.75%, but Warsh’s debut press conference, a shorter poli…

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Gold prices flat ahead of Warsh’s Jackson Hole speech

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…

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Silver Pullbacks Stay Constructive While $67.35 Support Holds

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…

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What India’s Gold Discount Is Really Telling Us

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…

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Gold edges down as markets await Warsh’s Jackson Hole speech

The dollar held to a narrow range on Wednesday, with investors reluctant to take large positions before the release of U.S. inflation data and the start of the Federal Reserve's annual Jackson Hole symposium later in th…

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Gold Is Moving Back Toward the Pre-Buyback Setup

Spot gold trades at $4,481.29 per troy ounce, down 0.81% on the session after failing at $4,510–$4,515 during Asian hours. The COMEX front-month contract sits at $4,537.00, off $8.30 or 0.18%, having printed $4,550.80 o…