1+ mon, 1+ week ago   (382+ words) In a weekend social media post Trump claims a deal has averted Iran strikes, but Tehran insists no such request was made. Donald Trump says he has called off planned strikes against Iran, citing an agreement in principle on the…...

10+ hour, 50+ min ago   (285+ words) Bullish weekend for oil: CICC has lifted its Brent forecast on the view that Middle East supply losses are proving stickier than expected, while flagging that oil above $100 could finally start denting demand. China International Capital Corp has raised its…...

16+ hour, 19+ min ago   (355+ words) Washington appears content to let Iran, Oman and the Gulf states handle Hormuz diplomacy on their own, while keeping its own leverage with Tehran reserved for the nuclear question. Trump administration officials have privately told counterparts in the Gulf region…...

17+ hour, 2+ min ago   (355+ words) Hormuz shipping came under attack again over the weekend, with a confirmed tanker fire and an unverified Iranian casualty claim adding fresh risk to an already fraught strait. A Panama flagged tanker caught fire in the Strait of Hormuz on…...

17+ hour, 24+ min ago   (388+ words) This considerably raises the stakes for oil versus the weekend's initial framing of the Hormuz meeting postponement, since the pipeline closure removes a genuine safety valve rather than just delaying a diplomatic step. We gave the heads up to this…...

17+ hour, 23+ min ago   (359+ words) --- The week has opened with oil bid on unresolved Middle East risk and stocks on the back foot after OpenAI's IPO retreat added to AI sector caution. Oil gapped higher and equity index futures gapped lower as Globex opened for…...

18+ hour, 36+ min ago   (234+ words) Lagarde says the inflation shock from the Iran war has further to run, while separately warning that sky-high AI valuations could be due a correction. European Central Bank president Christine Lagarde said the current inflation shock facing the euro area…...

19+ hour, 30+ min ago   (221+ words) A Monday meeting meant to advance a Hormuz shipping deal has been pushed back, with Tehran and Muscat citing consensus building even as Gulf unity looks shakier than billed. The postponement leaves the broader picture largely where it was: a…...

2+ day, 19+ hour ago   (381+ words) US stocks finished sharply higher on Friday, snapping a four-day losing streak despite a hotter-than-expected CPI report. Although the inflation data pushed the probability of another Federal Reserve rate hike toward 90%, Treasury yields backed away from their session highs, oil…...

3+ day, 21+ hour ago   (270+ words) The good news for Trump is that if he doesn't want the Federal Reserve to hike rates twice before year end, he has the tools to stop it. Today, we're seeing signs of a scramble to secure supplies with brent…...