Why the price of gold is trending down amid war-driven inflation
Gold prices have come under pressure as the war involving the United States, Israel and Iran has pushed up inflation and kept interest-rate expectations elevated. The metal fell from a high of $5,303 per troy ounce on 28 January to $4,235 on Friday, according to the supplied report. The decline comes despite gold's usual role as a safe-haven asset during periods of geopolitical stress.The report says the conflict has disrupted traffic through the Strait of Hormuz, a key route for oil and gas shipments, since the start of the war. That has helped drive energy prices higher, feeding into inflation... [Continue Reading]
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Wall Street closes higher as chips surge, small caps rally and oil slides sharply
Executive summary: U.S. stocks finished higher, led by a powerful rebound in AI and chip shares, while small caps, banks and defense stocks also advanced. The session was marked by a sharp drop in WTI crude, a pullback in gold, and a strong move in palladium, suggesting a broad rotation across risk assets and commodities. The biggest single equity move in the data was SOXX, which jumped more than 10%, while Microsoft, Apple, Meta and Amazon all fell. The S&P 500, Nasdaq Composite and Dow Jones each ended in the green, with the Russell 2000 outperforming the large-cap benchmarks. [Continue Reading]
Europe closes mixed as oil slumps, autos and equities rally, gold retreats
Executive summary: European markets ended the session with a split picture, as the FTSE 100, Euro Stoxx 50 and CAC 40 advanced while the DAX slipped. The sharpest cross-asset move was in Brent crude, which fell more than 7%, a drop that helped support travel and broader risk sentiment. Autos also outperformed, while gold and platinum weakened and the euro and pound firmed against the dollar. [Continue Reading]
Europe Opens Mixed as Brent Slides, Palladium Surges and German Stocks Lead the Risk-Off Tone
Executive summary: European markets opened with a cautious tone, as the DAX fell sharply, the FTSE 100 slipped, and the Euro Stoxx 50 was little changed. The biggest moves came in commodities, where Brent crude dropped nearly 6% and palladium jumped more than 8%, while gold, silver and natural gas also weakened. FX was steadier, with sterling and the euro firmer against the dollar. The pattern points to a market still reacting to shifting geopolitical and policy expectations, with energy, metals and autos among the clearest pressure points. [Continue Reading]
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Nikkei Surges Past 66,000 as Asia Ends Mixed, Oil Slides and Palladium Jumps
Executive summary: Tokyo led Asia-Pacific trading with a broad risk-on move, as the Nikkei 225 and Nikkei 225 ETF both rose more than 3%. The session also featured a sharp drop in WTI crude, a pullback in gold and silver, and a standout rally in palladium. Currency moves were muted, with USD/JPY and USD/CNY little changed. [Continue Reading]
Mexico City fan festival disrupted as World Cup opening begins amid protests and tighter security
Mexico is opening the World Cup under heightened security and visible protest in Mexico City, where a teachers' union camp has blocked access to the plaza planned for the country's main fan celebrations. The disruption comes as the tournament's opening festivities begin and the host city prepares for a free fan festival and opening match events. President Claudia Sheinbaum has said it is unclear whether the fan festival can go ahead on opening night.The protests have been building for more than a week, with union activists blocking roads and toppling World Cup statues as part of an annual campaign for... [Continue Reading]
The Great Uncoupling: Abu Dhabi’s Sovereign Gambit
The UAE’s decision to cut ties with OPEC is far more than a mere adjustment of energy policy, for it functions as a political telegram written in barrels and sent directly to the heart of the global order. For nearly six decades, Abu Dhabi operated within the rigid architecture of producer discipline, where it accepted the rituals of quotas, the formality of communiqués, and the heavy burden of collective restraint. It played the long game of oil diplomacy with a patient hand, balancing its own massive national ambitions against the gravity of cartel discipline and the delicate logic of Gulf... [Continue Reading]
The Glass Elevator to Nowhere: A World Trapped in a Chocolate Factory
As a journalist in my mid-fifties, I thought my skin had thickened to the point of being impenetrable. I have covered the rise and fall of regimes, the grinding gears of the Cold War's leftovers, and the digital revolutions that promised to unite us. I thought I had seen every trick in the political playbook. Then came Donald Trump’s 2026 foreign policy, and I realized I was not watching a statesman; I was watching a child play with a chemistry set he does not understand. The Willy Wonka of the West: Rule by Whim Walking into a press briefing lately... [Continue Reading]
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There Is Good in Every Bad
Power, Greed, Oil, and the Theater of Modern Geopolitics The Business Model of Power Donald Trump does not govern like a traditional politician. He governs like a negotiator who believes every geopolitical crisis is leverage, every war threat is a bargaining chip, and every market panic is an opportunity. When markets tremble, someone profits. The question is, who? Global markets react instantly to political tension. Gold rises when conflict looms. Oil spikes when instability threatens production. Stock markets collapse on fear, then rebound on reassurance. Volatility is not chaos, it is opportunity. Historically, gold has surged during major geopolitical crises,... [Continue Reading]



