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Oil: Geopolitics test supply routes – BNY

BNY’s Geoff Yu reports Oil prices rose after the Houthis claimed a missile strike on a Saudi tanker near Yanbu, highlighting risks to alternative export routes while Strait of Hormuz disruptions persist. He notes Washin…

2 min read

The Gold Trade Is Waking Up Again

Good Day... And a Tub Thumpin' Thursday to one and all! Well, it took 11 innings to get the win, but my beloved Cardinals did it and beat the Mets 2-1...Of course the game could have gone on and on if MLB hadn't come up…

11 min read

New Zealand Dollar: RBNZ seen hiking again – TD Securities

TD Securities reviews New Zealand’s Q2 labour report, noting unemployment rose to 5.6%, an 11‑year high, partly on higher participation, while employment still grew 0.5% quarter‑on‑quarter. Private-sector wages slightly…

1 min read

Semiconductor Rally Powers S&P 500 to Fresh Record High

Semiconductor stocks surged on Tuesday, with the PHLX Semiconductor Index (SOXX) jumping more than 6% and helping lift the S&P 500 to a fresh record high of 7736.52. Investors closely watched stocks like Marvell Technol…

3 min read

WSJ Editorial on CLARITY Act Sparks Pushback From Crypto Leaders

The Wall Street Journal’s editorial board came out against the CLARITY Act on August 4, 2026, opening with the argument that Congress “often passes legislation riddled with policy land mines” it doesn’t want to defuse.

3 min read

Oil Sinks as Deal Optimism Grows

August 5, 2026, 3:12 AM EDT. President Trump said the Strait of Hormuz will reopen “very soon,” cautioning Iran about potential strikes if they reverse course. The US, Iran, and Oman are close to a 60-day temporary agre…

85 min read

Strength in Stocks and Lower Crude Prices Weigh on the Dollar

The dollar index (DXY00) fell by -0.03% on Tuesday. The dollar was under pressure Tuesday as hopes for a deal to reopen the Strait of Hormuz have boosted stocks and knocked crude oil prices sharply lower. The slide in c…

4 min read