Analīze

Oil Is Heading for a Glut — and the Price War Could Be Brutal

Oil Is Heading for a Glut — and the Price War Could Be Brutal

Brent is already back at pre-war levels, but the real danger lies ahead. If Hormuz stays open and producers pump flat out, scarcity could turn into a supply glut with alarming speed. The UAE is ramping up exports, Iraq wants more output, and Saudi Arabia will not surrender market share quietly. The next oil price war could send crude sharply lower.
Headway | 70 days ago
Hormuz Tensions Drive Markets as Oil Climbs and Currency Volatility Increases | 7th July, 2026

Hormuz Tensions Drive Markets as Oil Climbs and Currency Volatility Increases | 7th July, 2026

Markets turned cautious as renewed tensions in the Strait of Hormuz lifted oil prices and increased volatility across currencies. The Japanese Yen gained on safe-haven demand, the British Pound strengthened on easing Federal Reserve tightening expectations, while the Euro and Chinese Yuan remained stable. Investors now await Middle East developments, economic data, and central bank guidance.
Moneta Markets | 70 days ago
Fed's Waller Lifts USD; Oil Rebounds - CPT Markets

Fed's Waller Lifts USD; Oil Rebounds - CPT Markets

🦅 Waller turns hawkish — DXY rises to 101.29, gold dips to $4,159. Dow closes above 53,000 for first time. Iran attacks two commercial vessels near Hormuz, WTI bounces above $69. OPEC+ raises August quotas, keeping oil near 4-month lows. JPMorgan targets gold at $4,300 Q3, $4,500 Q4. ADP due today.
CPT Markets | 70 days ago
Equity rally grows more vulnerable amid policy and valuation concerns 

Equity rally grows more vulnerable amid policy and valuation concerns 

Major equity indices reach fresh record highs, but AI valuation concerns linger; Fed policy remains in focus ahead of Fed minutes as light Fedspeak persists; ECB attention shifts to September; Lagarde’s succession speculation in the spotlight; Pound outperforms ahead of Burnham taking office; yen gains on positive Japanese data;
XM Group | 70 days ago
Bitcoin’s Biggest Risk May Be Hiding Outside Crypto

Bitcoin’s Biggest Risk May Be Hiding Outside Crypto

Spot bitcoin ETF flows have yet to show a convincing turn, while markets increasingly assume the bear cycle is nearing its end. But the greater threat may come from Wall Street. If the AI-led equity rally unravels, crypto could face a far deeper sell-off as investors rush to cut exposure to the most volatile assets.
Headway | 71 days ago
Weekly Technical Outlook – USD/JPY, EUR/USD, Nasdaq

Weekly Technical Outlook – USD/JPY, EUR/USD, Nasdaq

USD/JPY charges back above 160 as traders await ISM Services PMI and FOMC minutes. EUR/USD stays vulnerable below 20-SMA; ECB accounts and speakers in focus. US100 drifts sideways with a bearish bias as AI risks cloud the outlook.
XM Group | 71 days ago
Commodities Diverge as Oil Climbs While Metals and Commodity Currencies Lose Momentum | 6th July, 2026

Commodities Diverge as Oil Climbs While Metals and Commodity Currencies Lose Momentum | 6th July, 2026

Commodity markets were mixed as resilient WTI crude prices contrasted with weaker gold, silver, and commodity-linked currencies. Oil remained supported despite higher OPEC+ output, while a firmer US Dollar pressured precious metals and weighed on the Australian and Canadian Dollars. Investors now await central bank signals, global demand data, and geopolitical developments for market direction.
Moneta Markets | 71 days ago