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US-Iran Strikes Continue Overnight, FOMC Minutes Lean Hawkish

Stocks rally on Trump deal comments, Fed stays hawkish, China CPI misses, AI cash flows weaken, and fund manager cash hits record lows.
9 July 2026

US Strikes Iran, KOSPI Breaks Support, Chinese Real Estate Collapses

US strikes Iran; Brent +6%, stocks fall, yields and USD rise, while AI and broader market fragility remain in focus.
8 July 2026

Latest reports

Brent Eases as The US Agrees to Further Talks With Iran

Brent eases as US-Iran talks resume. Russia's fuel crunch deepens, while India expands SPR capacity with a new 13mb site.
10 July 2026
Diver

Gasoline E/W

We see buy-side interest return to the gasoline E/W at key support levels. Will the buying prevail, or will the EBOB longs wipe this out?
10 July 2026

Brent on its way to weekly gains on geopolitical risk

Oil prices are on-track for a weekly gain, with the M1 Brent futures contract beginning the week at $71.54/bbl.....
10 July 2026
Diver

Brent/Dubai

In this edition, we look at Aug'26 Brent/Dubai.
10 July 2026