O TYM ODCINKU
This week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the mostsignificant single-week oil price decline since this crisis began — WTI broke below one hundred dollars for the first time in weeks and ended the week at $87.76, down more than nine percent. Brent settled at $91.70, down more than eleven percent. The market is pricing in a Hormuz reopening before it has happened. Secretary Rubio played down an imminent deal. President Trump said he would not rush the agreement. The paper price moved on the MOU. The oil in the ground has not moved at all.
Język angielski
Stany Zjednoczone
TRANSKRYPCJA 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Commodity Compass Weekly.
INNE ODCINKI W TYM PODCASCIE
Friday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no reason to move toward rate cuts. The reaction was immediate: yields rose sharply, the dollar strengthened, and equity and c…
This week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the Hormuz crisis, published a detailed walkthrough of the MOU text on Thursday night.According to a diplomat from one of the m…
Kevin Warsh held his first press conference as Chair of the Federal Reserve, and he used the debut to push back against the market's expectation of summer rate cuts. The read coming out of that room was unmistakably hawkish — a Fed in no hurry to ease, signaling that it intends to keep policy tight…
The dominant force on the board this week didn't come from a commodity market at all — it came from the AI trade, and the doubt that suddenly crept into it.
On Tuesday, a wave of selling hit the semiconductor and memory names that have led this market all year. Micron fell double digits, Marvell, S…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Jennifer Pickerel, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
EDYTUJ
Dziękujemy za pomoc w aktualizowaniu podcastowej bazy danych.