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US Dollar Weakness & Geopolitical De-escalation Drive Rotation in Precious Metals: Why Platinum's Supply Deficit Matters Now
The US-Iran ceasefire that took effect in early 2025 triggered a rapid repricing of risk across commodity markets. Reduced geopolitical pressure contributed to softer oil prices, lower near-term inflation expectations, and meaningful depreciation of the US dollar against major trading currencies. For precious metals, the transmission mechanism was direct: a weaker dollar lowers the effective cost of commodities priced in US dollars globally, expanding the buyer pool and improving the economics of holding non-yielding assets relative to US Treasuries. Gold responded immediately, extending a rally that has carried it ... (full story)
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From @MarketNews_Feed|Apr 13, 2026|31 comments*U.S. ASKED IRAN TO FREEZE URANIUM ENRICHMENT FOR 20 YEARS, SOURCES SAY - AXIOS *U.S. AND IRAN FAILED TO REACH A CEASEFIRE DEAL BEFORE THE APRIL 21 DEADLINE *MEDIATORS FROM PAKISTAN, EGYPT, AND TURKEY ARE WORKING TO EXTEND CEASEFIRE FOR 45-60 DAYS ...
From @MarketNews_Feed|Apr 13, 2026|6 commentsIRANIAN MINISTRY OF DEFENSE SPOKESPERSON: ANY MILITARY INTERVENTION BY FOREIGN POWERS IN THE STRAIT OF HORMUZ WOULD ESCALATE THE CRISIS AND INSTABILITY IN GLOBAL ENERGY SECURITY ...
From robinjbrooks.substack.com|Apr 13, 2026|4 commentsThe US has announced a naval blockade of Iran, something I’ve been advocating for almost a month. An embargo of Iranian oil, which is what a blockade is, has pros and cons as I ...
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From @realDonaldTrump|Apr 13, 2026|34 comments
34 Ships went through the Strait of Hormuz yesterday, which is by far the highest number since this foolish closure began. President DONALD J. TRUMP
From @DeItaone|Apr 13, 2026|42 commentsTRUMP: WE'VE BEEN CALLED BY THE OTHER SIDE AND THEY WANT TO MAKE A DEAL VERY BADLY Trump: If Iran doesn't agree to no nuclear weapons, no deal. *TRUMP: COULD RESOLVE IRAN BEFORE TANKERS GET TO THE US Trump on nations that will help with Hormuz: Details tomorrow. *TRUMP: NO FIGHTING, IRAN DOING NO BUSINESS *TRUMP: NOW IRAN IS DOING NO BUSINESS, WILL KEEP IT THAT WAY
From pimco.com|Apr 13, 2026The Middle East ceasefire sparked a relief rally last week as markets dialed back the risk of a deep, drawn‑out oil supply shock. Stocks have already erased much of the ...
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- Apr 13, 2026 11:21am Posted byFundamental Analysis155
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