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Rising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation data after uneventful Fed meeting minutes. S&P 500 is testing...

Our last report laid out the $5.5 trillion capex supercycle and closed by naming the three bottlenecks that could cap the machine. The capital is committed. What decides who gets...

A July hold remains the base case, while Tuesday’s inflation mix could determine whether gold retests $4,000 or recovers toward $4,200. $4,111 GOLD SPOT XAU/USD, 10 Jul 4.19% 2Y YIELD...

War‑related inflation risk appeared to be easing when the US and Iran signed a ceasefire three weeks ago, but new military strikes in the Gulf region this week from both...

There is an old survival story sailors used to tell about lifeboats in the North Atlantic. When a ship started taking on water, panic never began when passengers noticed the...

In this crazy world of this Iran-U.S. conflict, Iran continues to talk tough while supposedly tough talks are going on with the regime at the same time, even as many...

prices have retreated from their recent highs despite renewed tensions in the Middle East. While geopolitical risks remain elevated, recent operational updates and improving supply expectations have prompted the market...

The miners will soon report near-record quarterly results, likely their second-best ever. Ongoing high gold prices combined with growing production and lower mining costs will fuel fantastic blowout earnings. Massive...

is leaking lower Friday, with trading near $4,098 and probing the bottom of a $4,094 to $4,135 daily band after opening at $4,123.82. The move is down roughly 0.6% on...

Crude is grinding lower Friday, with West Texas Intermediate trading near $71.93 and , the global benchmark, changing hands around $76.80 — a drop of roughly $2.45 from the prior...