The structural damage to global energy supply is already baked in. Spare capacity is effectively exhausted outside Saudi Arabia, Qatar’s LNG infrastructure is offline for years, the pre-war floating ...
The US 10-year yield is the chart that most traders should be watching, as risk appears to be very flimsy at best.
The silver market initially fell a bit during the trading session on Monday, only to turn around and show signs of strength. Ultimately, this is a market that continues to watch the $70 level very ...
Natural gas markets continue to see a lot of noise, but mainly – its about the temperatures in the USA rising at this point.
The Euro is in focus today for me, as the markets are trying to price in energy shocks, and of course whether or not the EU will have any going forward.
After the series of statements by Donald Trump at the Asian open, it looks as if there are attempts to bring peace to the Middle East. If that is true, this could be the start of buying again.
It is looking like gold is trying to put in a bottoming pattern, but we will have to watch interest rates to get a good read on it.
Crude oil will continue to see a lot of noisy headlines, throwing the market around. However, it looks like the market has a bit of a bid under it no matter what at the moment.
US microchip stocks continue to see noisy trading, as the co9mments coming out of Trump got rates dropping again.
Gold and silver are rebounding from their respective decision zones as oil above $100 lifts inflation, and rising geopolitical risks could drive a rebound if safe-haven demand returns.
Bitcoin’s rebound above $67K faces a fragile test as surging oil, payrolls data, and Fed pressure raise the risk of a deeper slide toward $47K.
Natural gas futures turn lower as weak weather demand and high inventory weigh on the market, keeping prices under pressure despite steady LNG demand.