Sunday, 13 September 2026
Independent coverage of global markets, trade and finance
In early 2025 the Bank of Canada warned that escalating trade tariffs are raising inflation risks that could push inflation above its 2% target and force a pause or reversal of the central bank’s rate-cutting cycle, inc…
Global oil and natural gas prices surged sharply on Thursday after Iran launched fresh strikes on key energy infrastructure across the Gulf, including Qatarâs main liquefied natural gas (LNG) facility, raising concern…
Forecasts point to a strong El Niño event at the end of 2026, raising fears over food supplies and prices. While we believe these fears are overstated at the global level, El Niño poses a more significant regional risk …
Stat of the Day: Corporate insiders sold $77.6 billion of stock during the first half of 2026, a 20% increase from a year ago. The only time the selling spree was more intense was back in 2021.
Kevin Warsh’s first Federal Reserve meeting delivered a clear message to markets: inflation is back at the center of policy. The Fed held rates steady at 3.5% to 3.75%, but Warsh’s debut press conference, a shorter poli…
Asian markets traded cautiously on Thursday, with much of the region's price action muted as traders adopted a wait and see approach ahead of Federal Reserve Chair Kevin Warsh's Jackson Hole speech, even though the symp…
The latest Personal Consumption Expenditures data released on August 26, 2026, showed headline inflation remaining elevated at 3.7% year-over-year and core PCE steady at 3.3%, according to the Bureau of Economic Analysi…
Oil prices fell on Wednesday as Washington's shift from military strikes to economic pressure on Iran eased immediate supply fears, while uncertainty over the reopening of the Strait of Hormuz and expectations fo…
The dollar held to a narrow range on Wednesday, with investors reluctant to take large positions before the release of U.S. inflation data and the start of the Federal Reserve's annual Jackson Hole symposium later in th…
In late June, the Reserve Bank of India (RBI) released the Financial Stability Report (FSR). According to the report, as of September 2025, India’s household debt stood at 45.5% of its gross domestic product (GDP). In J…
Qatar pushes Iran talks as a tanker is hit in Hormuz, some UAE flights face disruption
Oil markets have a well-documented habit of moving before the facts fully arrive. Futures curves shift on the weight of expectation, not confirmed delivery. Supply premiums unwind when traders begin to believe scarcity …
Russia’s fossil fuel export revenues have fallen since the sanctions were implemented, subsequently constricting Putin’s ability to fund his full-scale invasion of Ukraine. However, much more should be done to limit Rus…
Spot gold trades at $4,481.29 per troy ounce, down 0.81% on the session after failing at $4,510–$4,515 during Asian hours. The COMEX front-month contract sits at $4,537.00, off $8.30 or 0.18%, having printed $4,550.80 o…
After months of disruption to one of the world's most important energy corridors, Iran and Oman are discussing a temporary shipping route through the Strait of Hormuz while the United States says the international shipp…
The blue-chip FTSE 100 index ended 0.1% lower at 10,363.93 points, while the midcap FTSE 250 climbed 0.3%.
Crude futures slid roughly 2% on Wednesday, compounding the prior session's decline, as renewed optimism emerged that the Strait of Hormuz might reopen following Iran's announcement that it had renewed discussions with …
Oil prices have dropped and global stock markets have risen following reports that the US and Iran are close to a deal to end the war.
The Indian Rupee (INR) ticks lower against the US Dollar (USD) on Friday. The USD/INR edges up to near 95.72 as elevated oil prices have outweighed a weak US Dollar.
Norway is producing oil and gas faster than the industry is finding new resources, increasing the risk of a steep decline after 2030, according to a new report from the Norwegian Offshore Directorate.
WTI crude is trading around $84.80, up roughly 4% over the past two weeks and consolidating just below the $85.00 psychological level which aligns with the 100-day SMA; a decisive daily close above $85 could open a rall…
Gold (XAU/USD) has detonated higher on Wednesday, May 6, 2026, with spot pricing reaching $4,685.96 and intraday strength briefly punching past the $4,700 mark — a level that registers two-week highs and represents a 2.…
Gold is on track for its third consecutive weekly gain, with XAU/USD holding above the psychologically important US$4,500 per ounce level.
Gold April futures on MCX are trading near â¹1,59,860 after witnessing persistent selling pressure through the session. The price structure reflects a clear downward bias with successive lower highs and lower lows form…