Commodities

1 September 2026
WTI rises towards $85 as Hormuz transit risk and US sanctions lift risk premium amid Fed repricing

WTI rose near $85 on Hormuz transit fears; no supply loss confirmed; sanctions, Fed odds and key supports.

31 August 2026
Warsh Jackson Hole remarks spark front-end Treasury sell-off as gold slides and oil jumps on tensions

Warsh sparked front-end yield surge, gold slump, oil jump; traders eye hedges amid data and volatility.

31 August 2026
Warsh’s Jackson Hole Warning Weighs on Equities as Markets Track Rates, Commodities and Crypto

Warsh’s Jackson Hole remarks sparked equity selling; global stocks mostly rose as commodities, crypto steadied amid geocosmic signals.

31 August 2026
COT Extremes Flag Potential Reversals in Aussie Dollar, Natural Gas and Precious Metals Positioning

COT extremes flag contrarian setups: AUD and natural gas bullish; gold and silver risk deeper correction.

29 August 2026
CFTC Data Show Oil Speculators Edge Long Exposure Higher Amid Range-Bound Crude Prices

CFTC data showed oil net noncommercial length rose modestly to 123.4k, signaling cautious optimism amid range-bound crude.

29 August 2026
US oil rig count falls by five to 447 in Baker Hughes survey

Baker Hughes reported US oil rig count fell to 447 from 452, signaling weaker drilling momentum.

28 August 2026
G10 Currencies Range-Bound Ahead of Jackson Hole as Yen, Loonie Slip and Aussie Advances

G10 FX range-bound pre-Jackson Hole; CAD weak on trade tensions, AUD strong on hike bets; metals firm.

28 August 2026
China Rejects Prospective US Section 301 Tariffs as Both Sides Keep Summit Talks Open

China rejects proposed 7.5% Section 301 tariffs, keeps U.S. dialogue open; traders brace for volatility opportunities.

27 August 2026
US wholesale inventories jump 1.3% in July, fuelling concerns over demand and growth outlook

US wholesale inventories jumped 1.3% in July, far above forecasts, signaling slowdown risks and defensive trades.

27 August 2026
EIA Data Show US Gasoline Stocks Swing to Drawdown, Fuel Prices Seen Rising

EIA reports U.S. gasoline stocks fell 2.536 million barrels week ending Aug. 21, reversing prior build, boosting prices.

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