市场新闻 - 黄金、石油与外汇

OPEC+ this Sunday decided to add another 188,000 barrels of crude to its collective production next month despite the ongoing disruption in the Middle East resulting from the U.S. and Israeli war against Iran. The group has approved a series of output hikes totaling close to 600,000 barrels daily since April, but this has remained largely on paper as a lot of big producers in the Middle East cannot restore production to pre-war levels due to the continued blockage in the Strait of Hormuz. The...

Three major events dominate the week ahead, but they all revolve around a single question: how much of the recent oil shock will ultimately feed into inflation and alter the policy outlook? Last week’s stronger-than-expected US employment report reinforced the view that Fed can afford to keep its focus squarely on inflation. With labor market […] The post US CPI Leads High-Stakes Week as Fed Hike Expectations Build; ECB and BoC Meet appeared first on ActionForex.

For most of the week, markets continued their recent trends. Equities and the U.S. dollar moved higher, while oil traded mostly sideways as traders watched developments around Iran. Bitcoin was the most volatile market and remained under pressure as investors looked for better returns elsewhere. Friday’s U.S. employment data was almost double expectations, and previous […] The post Strong U.S. Employment Data Raises U.S. Rate Fears appeared first on ActionForex.

Oil prices started the week higher after Iran launched ballistic missiles at Israel on Sunday night, heightening fears that U.S.-Iran peace talks might once again fall apart. At the time of writing, Brent crude had climbed 2.51% to $95.43 per barrel, while West Texas Intermediate had gained 2.34% to trade at $92.66 per barrel. Sunday's missile salvo marks the first direct Iranian attack on Israel since a ceasefire between the two countries took effect in April. The strikes came just hours after...

Persian Gulf oil exporters are scrambling to reroute their crude from ports to pipelines to keep the world running and keep their oil money flowing and fueling their economies. Sanction waivers abound. Venezuela’s oil output has shot up to 1.25 million barrels daily. The world of energy after the end of the war in the Middle East will be a very different one from what we’ve become accustomed to over the last five years. When the United States and Israel first fired on Iran, the overwhelming...

From ammonia to plastics, there can be no modern economy without a functioning chemicals industry, and Britain's is in peril, writes Sharon Todd The recent announcement of a £350m Critical Chemicals Resilience Fund from Chancellor Rachel Reeves is welcome but it is also an acknowledgement of an uncomfortable truth: the UK's chemicals sector is in trouble. Up and down the country energy intensive manufacturing is faltering. The Chancellor has also announced £120m for the ceramics sector,...

Tanker traffic through the Strait of Hormuz has collapsed by 90% to 95% compared to pre-war levels, analysts concur. Some oil cargoes continue to trickle through the critical chokepoint, but under increasingly opaque operating conditions, complicating the tracking of oil and gas flows and obscuring the visibility of how much energy supply actually reaches buyers these days. Traffic appears to have ramped up in recent weeks, according to an analysis of shipping data by Reuters energy columnist...

Despite the Trump administration’s pivot away from renewable energies, solar continues to dominate new energy additions in the United States. Newly released data from the Federal Energy Regulatory Commission (FERC) shows that at the close of last year, solar energy additions were the single largest form of new energy capacity installations for the 28th straight month, starting in September of 2023. In fact, in spite of a broad rollback of Biden-era clean energy incentives since Trump resumed...

The Trump administration is set to channel nearly $700 million in federal funds into the U.S. coal industry Thursday, invoking a Korean War-era statute to prop up existing power plants, finance new construction, and push open a California export terminal that has been blocked for nearly two decades. The centerpiece is $425 million distributed under the Defense Production Act to 13 existing coal plants across West Virginia, Kentucky, North Carolina, Indiana, Tennessee, Arkansas, Arizona,...

Markets ended the week in a far more defensive mood than they began it. After spending May climbing steadily on the back of AI enthusiasm, resilient economic growth, and hopes for easing geopolitical tensions, investors were suddenly forced to confront three separate risks at once. A sharp correction in technology stocks, renewed concerns that US […] The post Markets Face Triple Threat as AI Trade Cracks, Fed Risks Rise, and Iran Conflict Escalates appeared first on ActionForex.