8+ hour, 13+ min ago   (285+ words) Bullish weekend for oil: CICC has lifted its Brent forecast on the view that Middle East supply losses are proving stickier than expected, while flagging that oil above $100 could finally start denting demand. China International Capital Corp has raised its…...

14+ hour, 24+ min ago   (355+ words) Hormuz shipping came under attack again over the weekend, with a confirmed tanker fire and an unverified Iranian casualty claim adding fresh risk to an already fraught strait. A Panama flagged tanker caught fire in the Strait of Hormuz on…...

14+ hour, 46+ min ago   (388+ words) This considerably raises the stakes for oil versus the weekend's initial framing of the Hormuz meeting postponement, since the pipeline closure removes a genuine safety valve rather than just delaying a diplomatic step. We gave the heads up to this…...

15+ hour, 59+ min ago   (234+ words) Lagarde says the inflation shock from the Iran war has further to run, while separately warning that sky-high AI valuations could be due a correction. European Central Bank president Christine Lagarde said the current inflation shock facing the euro area…...

16+ hour, 52+ min ago   (221+ words) A Monday meeting meant to advance a Hormuz shipping deal has been pushed back, with Tehran and Muscat citing consensus building even as Gulf unity looks shakier than billed. The postponement leaves the broader picture largely where it was: a…...

3+ day, 19+ hour ago   (270+ words) The good news for Trump is that if he doesn't want the Federal Reserve to hike rates twice before year end, he has the tools to stop it. Today, we're seeing signs of a scramble to secure supplies with brent…...

3+ day, 9+ hour ago   (116+ words) Anthropic's research maps three AI futures, with extreme scenario threatening knowledge work and economic stability. Brent and WTI climb 13% weekly, hitting multi-month highs as Gulf tensions escalate, with WTI eyeing $119.48 retest. UK GDP beats forecasts with 0.4% July growth, but oil…...

3+ day, 10+ hour ago   (219+ words) The Houthis are being credited with full control of a critical Red Sea chokepoint, but the wires backing that claim haven't caught up to it yet. Reuters sources say the BOJ is set to hike rates 25bp to 1.25% next week, but…...

3+ day, 15+ hour ago   (144+ words) I'll get more up on this soon, but this is moving oil: Also, Iran has struck 2 vessels with 4 missiles in the US-backed southern Omani corridor of the Strait of Hormuz. the vessels were transiting under US escort. Google bets €13B on…...

3+ day, 15+ hour ago   (247+ words) A confirmed shipping attack landing on the same day raises the odds that traders start pricing in a broader pattern of extended infrastructure risk rather than judging each report in isolation. Any official confirmation of damage to the pipeline itself,…...