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Flux News

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Stronger US Payroll, Brent Poses Risk to Bonds, AI Casualties

Strong US payrolls lift yields, boost stocks; CPI key next; UK GDP weak; AI hits property stocks; 0DTE surge; rare earth futures
12 February 2026

Commodities Rally, Dollar Weakens, US Data, Bitcoin

Commodities rise, dollar falls on weak data; Fed steady tone; payrolls key; delinquencies up; yen surges; AI, freight shift markets
11 February 2026

Latest reports

Sentiment Hits Boiling Point

Brent slips as Iran risk fades; funds cut shorts, OI drops; risk assets fall; thin holiday liquidity ahead
16 page report
12 February 2026

Brent Falls to $67.50/bbl

Drone hits Lukoil refinery; Russia to send oil to Cuba; IEA trims demand view; India eyes US LNG; Iran deal hopes rise
4 page report
12 February 2026

Brent to $69.25/bbl

China, India buy Venezuelan oil; IEA sees supply rebound, weaker demand; Inpex warns LNG boom may cause Asia shortfall by 2035.
4 page report
12 February 2026

Buying Down the Barrel 

Funds add Brent longs, cut shorts on US-Iran risk; RBOB and gasoil length rises as crude drives cracks despite pullbacks.
8 page report
12 February 2026