It’s been more than 2 weeks since the US-Israel joint combat mission against Iran began and the conflict doesn’t look like its going to end any time soon. Iran is doing everything it can to resist U.S.–Israeli forces, including using military force and causing...
Brent crude has surged from ~$70 to above $100 following the US-Israeli strikes on Iran and the near-closure of the Strait of Hormuz (Figure 1). Dutch TTF natural gas has jumped from the low $30s to above $55/MWh in a parallel move (Figure 2). Contemporaneous (0) and...
The US-Israel strike on Iran has pushed Middle East risk back to the center of global pricing. Crude has firmed into the low 70s while European gas prices spiked, and gold has extended an already sustained uptrend with a burst of volatility that suggests investors are...
On Feb 20, 2026, the Supreme Court ruled 6–3 (Learning Resources, Inc. v. Trump) that the International Emergency Economic Powers Act (IEEPA) does not authorize the U.S. President to impose tariffs, a power the Constitution assigns to Congress. Between our Feb 20,...
Gold has stopped trading as a clean derivative of US real yields and now reflects a broader external pricing regime. Since 2022, the real-yield anchor has weakened, gold has lined up more consistently with broad-dollar moves, and episodes of dollar tightening have...
Over recent years, the finance community in Miami has grown, given that a number of hedge funds have opened up large offices there. Every February, the FX community from New York, and from other parts of the world meets in Miami at the TradeTech FX USA conference....
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