Analisis

Oil Tightens as Hormuz Disruption Builds Pressure

Oil Tightens as Hormuz Disruption Builds Pressure

The disruption of the Strait of Hormuz is creating a cumulative supply shock, with oil and fertilizer shortages set to intensify by May. Shipping costs rose to around $14 per barrel, compared with a long-term average of roughly $2 per barrel. Despite OPEC+ efforts, reduced output and market dislocations point to growing strain and elevated volatility.
Headway | 122 days ago
The dollar is lagging behind oil

The dollar is lagging behind oil

Brent saw a sharp rally amid renewed threats from Donald Trump, but EURUSD stabilised after a decline amid expectations for the US employment report.
FxPro | 122 days ago
Trump Threat Dents Sentiment Ahead of NFP

Trump Threat Dents Sentiment Ahead of NFP

U.S. equities closed mixed on Thursday, as Trump’s hawkish rhetoric toward Iran ahead of the long holiday weekend erased earlier optimism. For the week, the S&P 500 rose 3.36%, the Nasdaq gained 4.44%, and the Dow Jones advanced 2.96%.
ATFX | 122 days ago
Oil Leads, Markets Pause: Hormuz Risk Reshapes the Macro Outlook

Oil Leads, Markets Pause: Hormuz Risk Reshapes the Macro Outlook

Markets are quietly repricing as oil rises on Hormuz tensions while equities and gold drift lower. The U.S. remains relatively insulated, but global risks are building. This is not panic — it’s repositioning. If disruption persists, oil may drive inflation higher and keep policy tighter for longer.
Headway | 123 days ago