Oil and Gold in the Shadow of War
Escalating tensions in the Iran conflict are lifting oil on supply fears and supporting gold as investors seek safety, making both commodities key indicators of global geopolitical risk.
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Escalating tensions in the Iran conflict are lifting oil on supply fears and supporting gold as investors seek safety, making both commodities key indicators of global geopolitical risk.
Strong Australian growth boosts chances of another RBA rate hike but the pair remains under pressure on safe-haven demand for the US dollar.
The US-Iran conflict has sparked a flight to safety, boosting gold and compounding structural demand from broader de-dollarisation and debasement trends
The pair rises as fiscal worries and growth risks from higher oil prices prevent the Yen from benefiting from risk aversion, while the greenback finds demand.
The Middle East conflict has shaken global markets. Shares are falling while oil, gold and the dollar are rising on risk fears.
Oil prices spike after military strikes on Iran, raising the prospect of supply disruptions and bringing the $100 mark into sight, while fresh OPEC+ output hikes fail to contain prices for now.
Netflix loses the chance to acquire an entertainment giant and extend its leadership, but the bid came with significant risks and costs, and the stock could benefit from the withdrawal.
Despite fears of a “SaaS-pocalypse,” enterprise software companies are integrating AI into their products and developer workflows, with strong adoption and revenue growth showing that AI enhances rather than replaces traditional software.
Nvidia posted solid results and guidance as hyperscalers continue to invest heavily in AI infrastructure, but rising competition, concentration risks and China remain key challenges.
XAU/USD firms as US President Trump doubles down on tariffs and keeps pressure on Iran, sustaining safe haven demand.
Dow drops 821 as AI disruption fears hit broader markets; Nvidia earnings now pivotal.
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