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Gold Outlook Hinges on Hormuz Tensions and US Inflation Data

August 12, 2026, 3:51 AM EDT. Hill & Smith PLC posted 8% revenue growth to $606.7m in H1 2026, led by 14% organic constant currency expansion in US operations. Underlying operating profit climbed 8% to $102.9m while mar…

What happens when the Strait reopens? Key factors to watch

“Let the oil flow!” With those words on Sunday evening, US President Donald Trump announced that the United States had reached an agreement to end the war with Iran after more than one hundred days and open the Strait o…

Could Copper Lose Its Tariff Premium?

Copper’s record-breaking 2025 has set up a tight but fragile market heading into 2026 as supply strains deepen, tariff fears distort trade flows and analysts flag long-term deficits.

Shipping Through Hormuz Drops Sharply as Tensions Rise

The US also imposed a blockade on Iranian ports. Negotiations between the US and Iran have stalled. The US wants talks on Iran’s nuclear program. Iran wants control of the strait and compensation for war damage. Analyst…

Oil Faces a Sharp Repricing Risk if US-Iran Talks Fail

Options Blueprint [Adv]: Financing a Convex Asymmetric HedgeMarket Context The setup on the chart is not just about momentum. It is about what happens when a market clears an important prior high through a gap and then …

Silver Cycle Windows Raise the Risk of Volatility Into November

Sam Azzarello: Welcome to J.P. Morgan's Making Sense. My name is Sam Azzarello, and I lead content strategy for global research. And today, we're going to have a fascinating discussion on silver with Gregory Shearer, he…

The Gold Trade Is Waking Up Again

Good Day... And a Tub Thumpin' Thursday to one and all! Well, it took 11 innings to get the win, but my beloved Cardinals did it and beat the Mets 2-1...Of course the game could have gone on and on if MLB hadn't come up…

Oil Sinks as Deal Optimism Grows

August 5, 2026, 3:12 AM EDT. President Trump said the Strait of Hormuz will reopen “very soon,” cautioning Iran about potential strikes if they reverse course. The US, Iran, and Oman are close to a 60-day temporary agre…