市场新闻 - 黄金、石油与外汇

With hyperscalers set to spend roughly $800 billion on data-center capex this year alone, alongside reshoring and broader grid electrification, baseload power demand is poised to surge. We have made the case that intermittent solar and wind are no match for the scale and reliability requirements of the modern economy, and that nuclear power is emerging as the clean, always-on power source needed to power the AI era. The Wall Street Journal reports Tuesday morning that the Trump administration...

Housing Stocks Back in Spotlight.

Crude oil inventories in the United States decreased by 6.1 million barrels during the week ending June 19, according to new data from the U.S. Energy Information Administration (EIA) released on Wednesday. The decrease brings commercial stockpiles to 412.1 million barrels, according to government data, which is now 7% below the five-year average for this time of year. The EIA’s data release follows API’s figures that were released a day earlier, which reported that crude oil inventories saw a...

The euro has sunk to a one-year low, with easing of tensions between the United States and Iran helping to cool oil prices and raise expectations that the European Central Bank will turn more dovish. The euro was quoted at $1.135 against the U.S. dollar on Wednesday, down from $1.165 before the U.S. and Iran first agreed to a conditional ceasefire on 8th April. A provisional peace agreement to restore oil flows through the Strait of Hormuz has dramatically cooled global energy markets, with...

Adani Group, the conglomerate of Indian billionaire Gautam Adani, could become India’s biggest private nuclear power capacity developer within a decade, targeting 10 gigawatts (GW) by 2035, as India opened its civil nuclear power sector to private investment.  “Our entry into nuclear energy through Adani Atomic Energy is another confident step towards securing India's long-term energy future,” Gautam Adani said at the annual general meeting of Adani Group on Wednesday.  “With land identified...

Gold is falling as the US dollar strengthens. The S&P 500’s pullback is accelerating the precious metal’s decline. The US dollar capitalised on the euro’s weakness and continued its advance, reaching its highest level in over a year and pushing EURUSD to near 1.1350. European business activity remains in contraction territory, below 50 on the […] The post Gold: Is a Fall to $4,000 on the Cards? appeared first on ActionForex.

The GBP/USD pair fell to 1.3193 on Wednesday. The British pound came under pressure amid a stronger US dollar and political uncertainty in the UK following the announcement of Prime Minister Keir Starmer’s resignation. Andy Burnham is considered the main contender for the post of head of government and has already received support from several […] The post Pound Pressured Not by Politics, but by a Strong US Dollar appeared first on ActionForex.

(RTTNews) - Gold extended losses to touch its lowest level in almost two weeks on Wednesday as investors assessed conflicting signals on U.S.-Iran peace talks and increased bets on Federal Reserve rate hikes this year.

New Zealand Dollar has emerged as one of the weakest major currencies this week, with NZD/USD breaking to a multi-month low as a combination of global risk aversion, broad-based Dollar strength, and rapidly fading expectations of near-term Reserve Bank of New Zealand tightening weigh heavily on the currency. The selloff has accelerated notably in recent […] The post RBNZ Hike Bets Collapse as NZD/USD Accelerates Toward Critical 0.5580 Support appeared first on ActionForex.

Qatar will be back to normal production of liquefied natural gas in a few weeks, the country’s prime minister, Sheikh Mohammed bin Abdulrahman al-Thani, told the Financial Times today. “Within a few weeks, production will come back to normal, except the damaged facility,” he said. “Our teams have been mobilised already for a few weeks. QatarEnergy is preparing for operations to come back to normal as soon as the situation in the strait normalises.” Al-Thani also told the FT that it was...