OILK

Geopolitical Conflict Threatens Yet Another Shipping Choke Point

The Strait of Hormuz is a vital artery that carries around a fifth of the world's oil. The Red Sea to the Gulf of Aden is a key route for global oil and LNG transport. Geopolitical conflict in the Middle East could disrupt global shipping routes. More than 80% of global goods trade is transported by sea. The Strait is one of three key maritime choke points facing disruption.

Global Growth Returns And The 2025 Fiscal Reckoning

Gold prices are hitting all-time highs despite outflows from U.S. Bullion ETFs. Investors should be prepared for a gold/bitcoin/bitcoin bull market in 2024-2025, says Klaus Vedfelt. Gold is signaling that government spending policy could be wildly stimulative.

What Iran's Attack Means For Commodities

Investing in politically sensitive commodities, such as oil and metals, could mitigate the potential impacts of rising geopolitical turmoil. Iran’s direct attack on Israel may carry significant implications for global commodity markets. The threat of further Iran-Israel escalation combined with sanctions on Russian metals underscores the need for diversification into geopolitically sensitive commodities.

Middle East Escalation Boosts Oil Supply Risks

Risks to Middle East oil supply are at their highest since October last year. The oil market continues to be supported by ongoing tensions in the Middle East. Price action in the oil market has been surprising following Iran's attack on Israel. The risk of disruption to Middle Eastern supply is growing. Stricter enforcement of oil sanctions against Iran, Israel retaliating and Iran attempting to block the Strait of Hormuz are key risks to oil supply.

Weekly Market Pulse: Are Higher Interest Rates Good For The Economy?

Interest rates surged last week on the back of a hotter-than-expected inflation report. The rise in rates last week pushed the 10-year to its highest level since the peak at 5% in October of last year. Gold has been setting new highs, trading above $2400.

Possible Rising Recriminations Face The Stock Market

Tensions In The Middle East Likely To Bode Well For Oil Bulls

Mideast Mayhem: What You Need To Know About The Impact On Oil

Iran launched a direct attack on Israel with over 300 drones and missiles on Saturday night. Iran's attack had a 99% interception rate, with only one ballistic missile hitting its target. The attack highlights the ongoing geopolitical tensions in the Middle East and raises concerns about the impact on the global economy and oil prices.