分析報告

Hormuz Is Losing Its Power — and the Oil Market Knows It

Hormuz Is Losing Its Power — and the Oil Market Knows It

Oil has risen just 13% in the latest US-Iran escalation, against 70% in March. The message is brutal: war headlines alone no longer guarantee an oil shock. With supply abundant and Gulf states building routes around Hormuz, Iran’s greatest energy weapon may be destroying its own value. The real trade is not today’s spike — it is the redesign of global oil flows.
Headway | 21天前
Brent Pulls Back After Spike Above $80 on Iran Deal Collapse

Brent Pulls Back After Spike Above $80 on Iran Deal Collapse

Brent pulls back from $80 after the US ends its Iran deal and military strikes resume. The latest escalation exposes how fragile Hormuz normalisation hopes really are. With no comprehensive peace agreement in sight, oil price volatility looks set to remain elevated and headline-driven.
ActivTrades | 21天前
China Inflation Takes Center Stage as Asian Currencies Hold Firm | 9th July, 2026

China Inflation Takes Center Stage as Asian Currencies Hold Firm | 9th July, 2026

Markets focused on China’s softer inflation data, reinforcing concerns over domestic demand while supporting expectations for continued policy support. The Australian and New Zealand Dollars remained resilient, the Yuan stayed stable under PBOC guidance, and uncertainty over the Federal Reserve weighed on the US Dollar. Investors now await key Chinese and US economic data for market direction.
Moneta Markets | 21天前
US-Iran Deal Collapse Sends Oil Up 6% - CPT Markets

US-Iran Deal Collapse Sends Oil Up 6% - CPT Markets

🚨 Trump declares US-Iran deal "fallen apart" — Brent surges 6.3%, WTI jumps 6.4%. September Fed hike probability climbs to 67%. Gold drops 1% to $4,025, BofA cuts 2026 gold forecast 14% to $4,360. IMF downgrades global growth to 3.0%. DXY holds at 101.27. Jobless claims and Williams speech today.
CPT Markets | 21天前
Middle East Tensions Weigh on Gold

Middle East Tensions Weigh on Gold

Gold fell to 4,032 USD per ounce on Thursday, marking its second consecutive day of decline. Pressure on the market intensified amid fears that a new escalation of conflict in the Middle East could disrupt energy supplies and accelerate inflation.
RoboForex | 21天前
Brent - Ceasefire Declared Over, Oil Jumps 5% Overnight

Brent - Ceasefire Declared Over, Oil Jumps 5% Overnight

Just when the market had priced in a lasting Iran peace deal, it fell apart again. Trump said "the ceasefire is over" and the US struck Iran, revoking the waiver that let Iran sell oil. Iran says it hit 85 US sites in Bahrain and Kuwait. Brent jumped 5% to around $78. This is the third major swing in this story since June, and the pattern keeps repeating.
Born2trade | 21天前
U.S.–Iran Conflict Rekindles Concerns, Fed Minutes Reinforce Hawkish Tone?

U.S.–Iran Conflict Rekindles Concerns, Fed Minutes Reinforce Hawkish Tone?

Today’s focus: The Reserve Bank of New Zealand raised rates by 25 bps to 2.5%, its first hike in more than three years, while signaling the possibility of further increases. Early Thursday (GMT+8), attention turns to the Fed’s June meeting minutes for guidance on monetary policy outlook and whether they reinforce a hawkish stance.
ATFX | 21天前
Oil Is Trading War Again — and $90 May Not Be the Ceiling

Oil Is Trading War Again — and $90 May Not Be the Ceiling

Oil surged 7.5% to $82.50 within 24 hours as the US-Iran ceasefire collapsed and fears over Hormuz return. The market is no longer trading supply and demand — it is pricing the risk that barrels may not reach buyers at all. If shipping retreats and insurance costs soar, $90 could quickly cease to look like the top of the range.
Headway | 22天前