The Geopolitical Board and the Awakening of Commodities
The looming threat of disruptions in the Strait of Hormuz and the Red Sea has injected a massive risk premium into the energy sector.
Black Gold Boiling: Crude not only raises production costs globally, but also threatens a domino effect on inflation, making the outlook harder for central banks.
Historic Havens: Gold breaking through the $4,140 per ounce barrier and silver hovering around $60 confirm that institutional capital is seeking tangible safety against the risk of a direct shock between the United States and Iran.