分析報告

Oil-Laden Caravans?

Oil-Laden Caravans?

Around 20% of global oil flows through the Strait of Hormuz, a narrow and vulnerable chokepoint. Despite its importance, no real alternative exists. The system favors efficiency over resilience, leaving major risks underpriced and exposing the global economy to potential shocks.
Headway | 70天前
Middle East ceasefire hopes emerge as markets stay defensive

Middle East ceasefire hopes emerge as markets stay defensive

US offers 15-point plan to end the Middle East conflict; oil steadies, golds rallies; Chances of an agreement remain slim keeping risk appetite subdued; US dollar stabilizes, maintaining recent gains; dollar/yen refuses to decline; Yields stay elevated after a disappointing two-year Treasury auction;
XM Group | 70天前
USD/JPY Maintains Growth Mood: Market Sympathies on the US Dollar Side

USD/JPY Maintains Growth Mood: Market Sympathies on the US Dollar Side

USD/JPY continues its upward trajectory on Wednesday, rising to 158.78 following a volatile start to the week. Pressure on the yen has eased amid a pullback in oil prices and expectations of a potential resolution to the Middle East conflict-a development of particular significance for Japan's energy-importing economy.
RoboForex | 70天前
USD/JPY Maintains Growth Mood: Market Sympathies on the US Dollar Side

USD/JPY Maintains Growth Mood: Market Sympathies on the US Dollar Side

USD/JPY continues its upward trajectory on Wednesday, rising to 158.78 following a volatile start to the week. Pressure on the yen has eased amid a pullback in oil prices and expectations of a potential resolution to the Middle East conflict-a development of particular significance for Japan's energy-importing economy.
RoboForex | 70天前
A Gold Ounce Is Losing Weight in Barrels

A Gold Ounce Is Losing Weight in Barrels

Gold surged on risk premiums while oil lagged, pushing the Gold/Brent ratio to extreme highs in early 2026. But March’s geopolitical shock triggered a sharp reversal, with oil outperforming and the ratio collapsing—signalling a shift from fear-driven positioning toward the fair-priced dynamics.
Headway | 71天前
TACO knocks Brent down

TACO knocks Brent down

Brent plunged by 14% right after Donald Trump’s statement that the US would not bomb Iran’s energy infrastructure for five days and that Tehran is in talks with the US.
FxPro | 71天前
Relief rally fizzles out amid doubts about US-Iran talks

Relief rally fizzles out amid doubts about US-Iran talks

Hopes raised as US and Iranian officials to hold talks in Pakistan. But oil pares losses as investors question peace efforts. Risk of further escalation still elevated; dollar rebounds but gold steady. Equities mixed as rally eases, weak PMIs weigh on risk sentiment
XM Group | 71天前
Middle East Tensions Drive Oil Higher, Weigh on FX | 24th March, 2026

Middle East Tensions Drive Oil Higher, Weigh on FX | 24th March, 2026

Rising Middle East tensions push oil back above the mid-$90s, boosting inflation concerns and strengthening the US Dollar. This risk-off environment pressures AUD/USD, GBP/USD, and EUR/USD lower, while USD/CAD remains supported as USD strength outweighs oil gains, keeping markets driven by geopolitics and energy dynamics.
Moneta Markets | 71天前
Gold Out of Favour: All Eyes on Inflation Risks

Gold Out of Favour: All Eyes on Inflation Risks

Gold prices fell to 4,300 USD per ounce on Tuesday, with quotes remaining under pressure amid the escalating Middle East conflict. Iran has denied reports of any talks with the US, stating that no such contacts have occurred.
RoboForex | 71天前