Oil Surges as Strait of Hormuz Closes—Markets on Edge
Global markets have been jolted by a sudden and severe disruption: the closure of the Strait of Hormuz. As one […]
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Strait of Hormuz
Hormuz Tensions and China Data: A Double Shock to Global Markets
Global markets are being pulled in opposite directions as geopolitical risk and macro fundamentals collide. 🌍 Geopolitics: Hormuz Back in
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Why the Strait of Hormuz matters so much
The expiry of a reported “ultimatum” around the Strait of Hormuz is being treated by markets as a binary geopolitical
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Unresolved Strait of Hormuz geopolitical risk
🌍 Weekly Outlook: Hormuz uncertainty keeps markets on edge as USD softens The upcoming week is shaping up to be
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Gold (XAU/USD) rose above $4,850
Gold has staged a sharp geopolitical-driven rally, breaking decisively above $4,850/oz, as markets react to easing oil fears and a
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Oil outlook: still highly uncertain
Recent market commentary is highlighting a rare combination of oil uncertainty and a risk-on rebound in emerging and high-yield currencies,
Oil outlook: still highly uncertain Read More »
Reopening of the Strait of Hormuz is not the end of uncertainty
Introduction The Strait of Hormuz, one of the world’s most critical maritime chokepoints, has reopened after recent disruptions. While this
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