Energy Geopolitics
Brent slips below $110 as traders unwind the Iran risk premium
Hopes of a Qatar-mediated diplomatic opening have knocked more than 3.5% off crude, though Hormuz, Tuesday’s US midterm elections and the OPEC+...
Oil
Stocks
Exxon Mobil hits a 52-week high as oil tops $114: what is driving the rally and how far it can run
Surging crude, a rotation out of tech into energy and sharply upgraded earnings estimates have pushed the stock through $180, but the RSI has...
Energy Geopolitics
Guyana’s oil boom: from one of the poorest countries in the Americas to an energy giant
Guyana now has some of the world’s largest per capita oil reserves, and the energy crisis triggered by the war in Iran is making it richer, but...
Energy Geopolitics
Guyana goes from poor country to oil giant as the energy crisis makes it rich
Guyana has become one of South America’s richest countries in a few years, helped by the oil crisis triggered by the war in Iran.
Energy Geopolitics
Iran offers to reopen the Strait of Hormuz in a week as Trump warns UN he could “annihilate” Tehran
As Iranian president Masoud Pezeshkian addresses the UN General Assembly, a senior Tehran official has offered to reopen the Strait of Hormuz...
Global Geopolitics
What’s moving markets today: Trump-Xi summit week opens with optimism in Europe and falling oil
The BTP-Bund spread opened lower at 89 basis points and Asian markets rose after an eight-hour negotiation between US Treasury Secretary Scott...
Fed & Central Banks
Fed’s FOMC meeting opens today under Warsh, with rate-hike odds at 90%, as bund yields hit 2009 highs and oil holds above $100
The Federal Reserve begins its two-day meeting today with markets pricing in a 90% to 93% chance of a quarter-point hike tomorrow, even as German...
Global Geopolitics
Trump’s economic “D-day” against Iran: what it actually changes
The US president announced «the most devastating economic operation ever conducted against a country», but the statement contains no executive...
Economy & World
S&P 500 Futures Rise as Oil Tumbles 7% on US-Iran Pause — What to Watch Before the Fed
US stock futures climbed Monday as crude oil tumbled more than 7% following a weekend pause in US-Iran hostilities. The drop eases inflation...
