Markets · past 7 days
Equities, bonds, commodities, and energy: where macro and geopolitics get marked to market every day. Coverage favors the moves that confirm or contradict a tracked thesis over the day's noise.
Markets
Venezuela Examines Leaving OPEC as Washington Negotiates Long-Term Access to Its Oilfields
The country pumped 1.16 million barrels a day in July, less than half its output a decade ago, while Gulf shipments through the Strait of Hormuz have recovered to between 6 million and 8 million barrels a day.
Markets
Brent Falls 2.5% to $86.38 as Iran and Oman Negotiate a Corridor Through a Strait Tehran Says Is Still Closed
Qatar's prime minister travels to Tehran on Thursday to restart diplomacy, and President Donald Trump has threatened to strike Oman if it obstructs the American position.
Markets
Iran and Oman Discuss a Temporary Hormuz Corridor and Crude Falls Toward $80
Oil dropped for a third session, and Indian equities rose as investors priced a partial reopening of the world's most important oil route.
Markets
Nvidia Results and the Federal Reserve's Preferred Inflation Gauge Are Due the Same Day
Analysts expect quarterly revenue near $92 billion at the chipmaker and an acceleration in core inflation to 0.2% on the month.
Markets
US Sanctions Chinese Refinery and Terminal Over Iranian Oil, Keeping Brent Near $92
The Treasury Department designated about 100 people, companies and vessels, extending the sanctions from Iran's own oil exporters to the Chinese buyers that keep them financially viable.
Markets
Silver Outpaces Gold as Metals Hold Near $4,650 and Bitcoin Lags Behind
Silver has gained about 19% over the past month while Russian police seized six kilograms of illegally mined gold, a sign of how high prices are drawing metal into unofficial channels.
Markets
US Sanctions Iran's Shipping, Oil and Gold Links as Tehran Threatens to Seize Ships in Hormuz
Treasury's "Operation Economic Outcast" designated close to 60 targets. Iran's strait authority has named 46 vessels it says could face fines, seizure or confiscation, and Saudi Arabia is weighing a state war-insurance backstop as commercial cover retreats.
Markets
Private Credit's Move Into Insurance Draws Scrutiny as Germany Debates Foreign Capital
The Financial Times argues that spreading credit risk across retail-linked insurance products changes who absorbs losses without reducing them, while Berlin's investment envoy says foreign investors still meet official scepticism.
Markets
American Buyers Are Acquiring European Asset Managers at the Fastest Rate in Decades
Cross-border purchases of European fund groups by non-European firms rose to 67 in the first half of 2026 from 56 a year earlier, with disclosed value climbing from 15.2 billion dollars to 24.3 billion.
Markets
Gold Closes Near 4,607 Dollars as Bitcoin Adds Roughly 20 Percent in a Week
The metal gained 2.03 percent on Friday while the digital asset rose about ten times as fast, a difference that shows which one trades on liquidity.
Markets
Qatar Cuts State Spending at Home and Abroad as the Hormuz Conflict Shrinks Its Economy
Brent crude held near 94 dollars a barrel as President Donald Trump said Washington has total control of the strait and that Iran is not ready for the right deal.
Markets
Washington Promises Its Harshest Iran Sanctions Yet as Brent Crude Settles Near $94
Treasury Secretary Scott Bessent said the new measures will "collapse this regime" and urged China to comply, five weeks into a naval blockade that has already redirected 67 commercial vessels.
Markets
Gold Holds Above $4,500 and Silver Tops $68 as Investors Doubt the Long End of the Bond Market
The rally in gold and silver prices has drawn artisanal miners into unregulated pits in Central Africa, where a collapse this week killed dozens or more, with casualty counts still disputed.
Markets
Panama Canal Cuts Daily Transits and Pirates Seize an Arms Ship off Somalia
Two separate disruptions struck ocean freight in the same week, one caused by drought and one by an armed seizure that a Turkish drone strike has now turned lethal, while the naval blockade in the Gulf already limits a third route.