The Fed, Bank of Japan and Bank of England are in focus this week. We review expectations reported on September 13 and explain how real yields, the dollar and currency…
Saudi Arabia temporarily shut its East-West oil pipeline as a precaution after a drone attack. We separate reported facts from analysis of the possible oil, inflation, rates and…
Austrian central bank governor Martin Kocher said the ECB might need another rate increase if oil remains near $100 through year-end. It is a conditional individual view, not a…
An original analysis of the August US CPI release published on September 11: inflation, interest rates, the dollar and the pitfalls of comparing different gold prices.
The war in Iran that had to be over and won by the United States in about six weeks is now in its seventh month and the oil markets are starting to crack. Gone are most of the…
Back in late June, after the United States and Iran agreed to cease hostilities in the Persian Gulf for 60 days, oil prices took a dive. Two months later, Brent is trading at…
ADNOC is buying tens of millions of barrels of deeply discounted Iraqi crude, processing much of it at home and freeing more of its own barrels for export through a route that…
Despite the official Iranian view reiterated last week that it “does not control the Houthis [in Yemen]”, it was senior Islamic Revolutionary Guard Corps (IRGC) commanders in…
Like the Shanghai Cooperation Organization, BRICS, the global grouping of emerging markets and developing countries, is intent on diminishing Western influence over the world…
Saudi Arabia’s East-West oil pipeline could be back in service within days, U.S. Energy Secretary Chris Wright said Tuesday, offering the first relatively concrete timeline for…
Saudi Arabia suspends Yanbu oil loadings after halting its East-West pipeline, sending Brent back to $108. Asia’s Oil Crunch Sends Regional Benchmarks to Record Highs - Asia’s…
Libya’s National Oil Corporation is threatening to declare force majeure after members of the security force assigned to protect the country’s oil infrastructure shut a pipeline…
A draft of statutory provisions to amend the Financial Services and Markets Act 2000 (Cryptoassets) Regulations 2026 and policy note setting out the aims behind these provisions.
Saudi Aramco has canceled or delayed crude deliveries to European refiners after the shutdown of the kingdom’s East-West pipeline cut into one of its remaining routes around the…
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