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The fifteen‑day ceasefire announced in Washington was framed as proof that the United States can still impose order in the Gulf. Yet the path to this agreement suggests something very different....
A fifteen day ceasefire that redraws the strategic map
The past week offered a stark reminder that global markets remain governed less by earnings and more by geopolitics. The brief but violent spike in oil, more than 10% intraday before reversing,...
Markets whipsaw as geopolitics reasserts control
Global agriculture at a breaking point as the Middle East conflict exposes structural fragilities For months, markets have focused on the immediate fallout of the Middle East conflict: oil prices,...
Global agriculture at a breaking point
Speed read: Central banks are becoming geopolitical actors as the global monetary order fragments. China challenges the dollar system while remaining dependent on Western demand and technology....
The new frontier of economic power
Capital is never neutral Financial markets like to present themselves as realms governed by rationality. Investors are portrayed as methodical calculators, weighing risk and return through...
Markets have a memory
Energy
The oil market has just experienced its sharpest weekly correction since 2022, with Brent and WTI falling by roughly 11%. This drop followed the announcement of a two‑week ceasefire between the...
Energy: a market caught between fragile diplomatic easing and structural supply risks
The oil market has experienced a week of extreme volatility. After starting with a decline in prices, as investors hoped for a de‑escalation in the conflict involving Iran, Brent and WTI had...
Oil: a market held hostage by geopolitics and presidential rhetoric
The oil market is navigating an environment of extreme nervousness. Despite Donald Trump’s decision to postpone a potential military strike on Iranian energy infrastructure by ten days, crude...
Oil: A fragile diplomatic pause fails to calm a market on edge
Global oil markets endured another week of acute stress as military tensions in the Middle East intensified. Israel’s strike on Iran’s South Pars gas field, which accounts for 70% of...
Energy markets reel as Middle East escalation fractures global supply routes
Global energy markets have entered a phase of acute tension as geopolitical instability in the Middle East disrupts one of the world’s most critical oil chokepoints: the Strait of Hormuz. Brent...
Oil Markets on edge: strait of hormuz disruption pushes brent sbove $100 and teignites global inflation risks
Precious Metals
Gold has regained upward momentum, posting a second consecutive week of gains around USD 4,800 per ounce, supported by the announcement of a temporary two‑week ceasefire between the United States...
Metals: a market pulled between renewed interest in safe‑haven assets and persistent tensions in industrial commodities
Industrial and precious metals have experienced an unusually intense week. In London, aluminium prices climbed above USD 3,500 per tonne, driven by a dual disruption: the closure of the Strait of...
Metals: a market stretched between geopolitical chokepoints and monetary-policy arbitrage
The metals market is entering a paradoxical phase. Despite ongoing geopolitical frictions, which would normally support safe‑haven assets, gold is losing ground, falling back below USD 4,500 per...
Metals: Inflation fears weigh on gold and drag down industrial prices
A broad retreat across precious and industrial metals Metals markets weakened sharply this week, defying expectations that rising geopolitical tensions would support safe‑haven assets. Gold,...
Metals slide as inflation fears and a stronger dollar outweigh geopolitical tensions
The precious and base metals market plays a central role in the global economy and in investment portfolios. Precious metals, such as gold and silver, have historically been used as safe-haven assets...
Metals: Gold and Silver Surge, Copper Hits New Records
TopDown-View
The announcement of a ceasefire, even a precarious one, between the United States and Iran has revived risk appetite and triggered a sharp rebound across financial markets. Equities surged, while the...
Macroeconomics: a strong yet fragile rebound, hinging on diplomacy and the first signals of earnings season
The week delivered one of the strongest tactical rallies of the year, driven almost entirely by macro relief rather than fundamental improvement. The temporary US–Iran ceasefire triggered a...
A powerful risk‑on rebound built on fragile foundations
It was a short week, but one marked by remarkable volatility. Financial markets continue to swing in response to the U.S. President’s alternating warm‑and‑cold rhetoric, depending on his...
Financial Markets: a fragile calm in a cycle dictated by Ormuz and Washington
Diplomatic signals between the United States and Iran remain far too weak to suggest any meaningful progress toward an agreement. Public statements have replaced substantive negotiations, while...
Macro: Stalled diplomacy pushes markets back into uncertainty
Global equities ended the week in a fragmented pattern, marked by a decisive shift toward defensive sectors and a widening divergence between major economic regions. Investors, confronted with...