The Geopolitical Chessboard 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 Boils: Crude oil is not only driving up production costs worldwide, but also threatens a domino effect on inflation, complicating the outlook for central banks.
Historic Safe Havens: Gold smashing through the $4,140-per-ounce barrier and silver hovering around $60 confirm that institutional capital is seeking tangible security amid the risk of a direct clash between the United States and Iran.
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