đ Geopolitics
⢠The US launches a second round of attacks on Iran, targeting Hormozgan, Sistan, and Khuzestan đ¨
⢠The US fires at the oil tanker Belma heading toward Kharg, tightening the blockade of Hormuz đĽ
⢠The IRGC declares the next phase: destroying US military facilities in the region â ď¸
đ˘ď¸ Oil / Energy
⢠WTI breaks above $80, Brent rises to $86 after a new escalation đ
⢠The US strengthens the blockade of Hormuz; oil tankers are fired uponâsupply freezes
⢠IEA: Hormuz must reopen within weeks, otherwise a global energy crisis
đĽ Gold / Metals
⢠XAU rebounds strongly to $4080, ignoring pressure from yields đĽ
đŚ Monetary Policy
⢠CME Fed: 88.8% expect rates to stay unchanged in July; pressure to cool down đ
đą FX / Currency
⢠The USD index falls 0.43%; the JPY keeps sliding to 165 before Japan intervenes đą
⢠South Korea estimates it will use the stabilization fund to buy USD from SK Hynix ADR to avoid KRW fluctuations
#Pada_Research
⢠The US launches a second round of attacks on Iran, targeting Hormozgan, Sistan, and Khuzestan đ¨
⢠The US fires at the oil tanker Belma heading toward Kharg, tightening the blockade of Hormuz đĽ
⢠The IRGC declares the next phase: destroying US military facilities in the region â ď¸
đ˘ď¸ Oil / Energy
⢠WTI breaks above $80, Brent rises to $86 after a new escalation đ
⢠The US strengthens the blockade of Hormuz; oil tankers are fired uponâsupply freezes
⢠IEA: Hormuz must reopen within weeks, otherwise a global energy crisis
đĽ Gold / Metals
⢠XAU rebounds strongly to $4080, ignoring pressure from yields đĽ
đŚ Monetary Policy
⢠CME Fed: 88.8% expect rates to stay unchanged in July; pressure to cool down đ
đą FX / Currency
⢠The USD index falls 0.43%; the JPY keeps sliding to 165 before Japan intervenes đą
⢠South Korea estimates it will use the stabilization fund to buy USD from SK Hynix ADR to avoid KRW fluctuations
#Pada_Research