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The narrative is changing hands. What started as a US-driven escalation in the Middle East is now evolving into a more complex standoff, with Iran increasingly shaping expectations. Markets are reacting differently—investors are less sensitive to Trump’s announcements, signaling that the US is no longer fully in control of the story.
Oil prices remain elevated on fears of a prolonged disruption, while rising inflation expectations push central banks toward more hawkish moves. Slower growth and stagflation risks are also being priced in, creating a delicate balancing act for investors.

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Ipek Ozkardeskaya has begun her financial...

Oil is pulling back as US/Israel are trying to calm the game, but don’t be fooled—the Middle East continues to boil, energy price risks remain tilted to the upside and the latter has thrown central banks into a fresh dilemma: what to do with the rates?
Rate cut expectations are fading, while the risk of renewed tightening is creeping back—especially in Europe, where the energy shock hits harder. But here’s the catch: higher rates won’t fix an oil shock.
Is there a place to hide? Chinese equities outperformed US, European peers since the beginning of the Iran conflict but Alibaba’s...

Oil markets can’t catch a break. What started as optimism on Iraq resuming exports quickly flipped into renewed panic as escalating tensions in the Middle East rattled energy markets. Attacks on Iranian facilities and threats toward Gulf countries have pushed oil and gas prices sharply higher again — and markets are feeling the heat.
Equities are under pressure as rising energy costs squeeze margins and fuel inflation fears. Meanwhile, central banks are walking a tightrope. The Fed held rates steady, but the tone remains cautious — even hawkish — as inflation risks linger. And it’s not just the US: the...

XRP gaining speed again according to futures traders...

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00:43 Bitcoin
05:50 Ethereum
07:37 Ripple
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Oil prices remain volatile as Middle East tensions continue, though alternative export routes are easing immediate supply concerns. All eyes are on the Fed today, as policymakers weigh whether to hold rates steady or signal a shift amid persistent inflation pressures. Meanwhile in China, OpenClaw-based AI agents are sparking a race among tech giants like Alibaba, Tencent and MiniMax, driving cloud demand and new revenue opportunities. Investors are watching closely as agentic AI emerges as the next big wave in technology, and try to find the next opportunity.

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Ipek Ozkardeskaya has begun her financial career...

The RBA has fired the first hawkish shot, raising rates 25bp as inflation pressures rise — and oil is keeping markets on edge. WTI is above $95pb, Brent flirting with $100pb, amid tanker flows in the Strait of Hormuz and ongoing geopolitical uncertainty. But upside pressures persist.
The Federal Reserve kicks off its two-day policy meeting today, while other major central banks are due to announce their verdict throughout the week, with markets already pricing in hawkish expectations. The market reaction will depend on how much of the hawkishness is already priced in.
Meanwhile, at Nvidia’s GTC conference, CEO Jensen...

Oil starts the week near $100pb as tensions in the Middle East continue, with Iran’s key export hub attack and uncertainty around the Strait of Hormuz. Will this push inflation higher and force central banks to tighten further?
This week, the Fed, ECB, BoE, SNB, BoJ, and RBA all announce policy decisions, balancing soaring energy prices against slowing growth. We break down the potential market impact and what investors should watch closely – plus a look at NVIDIA’s GTC conference, where AI and tech could grab headlines away from the geopolitical chaos.

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Ipek Ozkardeskaya has...

Oil prices continue to rise despite emergency measures — including strategic reserve releases from International Energy Agency members and US naval escorts for commercial vessels — crude prices remain elevated. Brent Crude briefly surged to $100 per barrel, while WTI approached $98, keeping energy markets under intense pressure.
The surge in oil prices is already feeding into global inflation fears, just as investors were hoping for interest-rate cuts from the Federal Reserve later this year. As such, today’s reaction to the US PCE read will likely be asymmetric and won’t reverse the dull outlook.

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Ipek...

Bitcoin is showing actual debasement trade strength that we haven't seen in a long time!

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00:24 Disclaimer
00:28 Preview
00:56 Bitcoin
04:52 Ondo
06:58 Subscribe & Good bye

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US inflation came in line with expectations, but markets found little comfort in the data. Oil prices surged despite the International Energy Agency’s announcement that it would release a record 400 million barrels from strategic reserves. Instead of calming markets, the move reinforced concerns that the Middle East conflict could drag on, tightening global energy supply and keeping inflation pressures alive.
With global oil demand exceeding 100 million barrels per day, the planned release would only cover a few days of consumption. As crude prices climb, investors are reassessing central bank expectations, bond yields are rising, and the US dollar...