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Commodities Quick-Take
The U.S.–Iran conflict has sent shock waves through ener‑ gy markets, resulting in one of the biggest supply shocks to crude oil markets on record. Since the start of the war, the WTI benchmark price has risen by over 40%. Volatil‑ ity also remains elevated as headlines around escalation, ceasefire discussions, and maritime security in the Strait of Hormuz continue to whipsaw market sentiment. While the recently announced U.S.-Iran memorandum of under‑ standing modestly increases the probability of near term de-escalation, markets remain unconvinced that any nor‑ malization of oil supply will be swift. Our ... (full story)
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From youtube.com/cmegroup|May 12, 2026July Silver futures closed higher for a 6th straight session, extending an 18.2% rally since early May amid tightening global supply dynamics. The Silver Institute projects 2026 ...
From bullwaves.com|May 12, 2026|3 commentsWhen it comes to making trading decisions in the forex market, traders generally rely on two primary approaches: technical analysis and fundamental analysis. Each has its own ...
From @realDonaldTrump|May 12, 2026|72 comments
When the Fake News says that the Iranian enemy is doing well, Militarily, against us, it’s virtual TREASON in that it is such a false, and even preposterous, statement. They are aiding and abetting the enemy! All it does is give Iran false hope when none should exist. These are American cowards that are rooting against our Country. Iran had 159 ships in their Navy — Every single ship is now resting at the bottom of the sea. They have no Navy, their Air Force is gone, all Technology is gone, their “leaders” are no longer with us, and the Country is an Economic Disaster. Only Losers, Ingrates, and Fools are able to make a case against America! President DONALD J. TRUMP
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From jbmacro.substack.com|May 12, 2026Central to our view of how the coming decade will play out is an expectation of persistent supply shocks, which we have written on pretty extensively before, e.g. here and here. ...
From think.ing.com|May 12, 2026Gilt yields continue to rise on the back of the political turmoil around Labour’s leadership and yields can still push higher. The fear is that a new prime minister would have a ...
From morningstar.com|May 12, 2026A pound of copper now costs more than ever before - and there's more to the story than just the artificial-intelligence race. Sulfuric acid, a critical component in copper ...
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- May 12, 2026 5:39pm Posted byFundamental Analysis85
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- From bls.gov|May 12, 2026|108 comments