Mon, 09/14
Trump suggested the U.S. might maintain a presence in Iran after the war to take oil, likening it to Venezuela, as Hormuz talks were postponed and another Saudi oil pipeline was reportedly attacked.
6 items
Sun, 09/13
Citi said EUR/USD could retest a prior level after the Fed decision.
6 items
Sat, 09/12
Iraq's Prime Minister's office said an investigation confirmed the drone attacks on Saudi Arabia originated from Iraq, and the Iraqi military commander responsible has been removed.
4 items
Fri, 09/11
The 10-year Treasury yield jumped from below 4% on Feb 28 to 4.96% Thursday night, with the 30-year near its highest since 2007, as Treasury Secretary Bessent denied his market intervention conflicts with Fed Chair Warsh and dismissed term-premium concerns as "baseless noise."
5 items
Thu, 09/10
WSJ reports that Trump's top advisers are now confronting the possibility that the Iran war could continue through the end of his presidential term.
4 items
Wed, 09/09
The US Treasury sold $58 billion of 3-year notes at a high yield of 4.474%, while yields rose across the curve with the 10-year at 4.7922%, up 0.8 basis points.
6 items
Tue, 09/08
Japan's current account surplus came in well above forecast and swung sharply positive from a prior deficit, while Q2 real GDP growth was revised up above both the preliminary reading and the poll forecast.
5 items
Mon, 09/07
Kpler data show Strait of Hormuz vessel crossings averaging 10 commodity vessels a day on a 10-day moving average, the lowest since May.
5 items
Sun, 09/06
Oil prices are on track for another weekly gain as the Iran war continues, with the Strait of Hormuz—which handled nearly 20 million barrels daily before U.S. and Israeli strikes—facing structural disruption.
6 items
Sat, 09/05
Barclays said Middle East oil outflows have risen from earlier in the conflict, but the oil market remains in deficit because inventory buffers are now much lower.
4 items
Fri, 09/04
The US is escalating pressure on Iran with new sanctions and additional military strikes, targeting Iran's remaining trade links and Hormuz shipping security.
6 items
Thu, 09/03
The US military escorted 40 commercial ships carrying 18 million barrels of oil through the Strait of Hormuz on Tuesday, a wartime record, while intercepting drone attacks and destroying an anti-ship cruise missile amid ongoing US-Iran clashes.
6 items
Wed, 09/02
BOJ Governor Ueda declined to confirm markets' strong expectation of a September rate hike, saying recent data has been roughly in line with the bank's projections and its policy stance is largely unchanged.
6 items
Tue, 09/01
Japan's Q2 company profits rose 24.6% year-on-year, well above the 15.2% estimate and up from 14.6% prior, with sales up 5.9% and capital spending up 1.6% versus an expected 0.3% decline.
6 items
Mon, 08/31
US forces struck two Iranian IRGC rocket launchers on Larak Island after an attempted mine-laying operation in the Strait of Hormuz, prompting an Iranian missile retaliation toward Jordan.
5 items
Sun, 08/30
QatarEnergy extended its force majeure on LNG deliveries by several weeks as the Strait of Hormuz remains blocked, with cargo cancellations to Pakistan and Bangladesh continuing through October and some European deliveries beyond September also cancelled.
5 items
Sat, 08/29
Trump announced a US-Venezuela agreement giving the US majority control of Venezuelan oil reserves, which the administration says will increase oil supply and lower gasoline prices.
6 items
Fri, 08/28
A 7,000-tonne tanker carrying petroleum products caught fire near Incheon, South Korea on August 28; the fire was extinguished with 2 crew members dead and 16 rescued.
5 items
Thu, 08/27
Gold fell 1.4% to $4,590 after reaching a three-month high, as stronger US inflation data lifted the dollar and Treasury yields.
6 items
Wed, 08/26
Japan's 10-year JGB futures rose 0.28 point in early trade, indicating bond prices are moving higher.
4 items