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US: Oil shock complicates Fed path – MUFG

MUFG’s Head of Research Derek Halpenny argues that rising Oil and gasoline prices from the Middle East conflict are set to push US inflation higher, with March CPI expected to jump. He highlights a sharp rise in ISM Services prices paid and weakening employment indices.

출처  Fxstreet1775574321
Gold: Range-bound trade with upside skew – DBS

DBS Group Research’s Eugene Leow notes that Gold has stayed relatively stable despite conflicting geopolitical news, including a potential ceasefire and renewed threats around the Strait of Hormuz.

출처  Fxstreet1775573802
Oil: Supply shock supports $90–100 well into 2027 – TD Securities

TD Securities’ commodity team argues that prolonged disruption in the Persian Gulf and blocked flows through the Strait of Hormuz leave Oil poised for another sharp leg higher.

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Brent: Futures curve signals temporary price spike – Deutsche Bank

Henry Allen at Deutsche Bank says Brent crude Oil above $100 has not triggered a 1970s‑style shock because markets still discount a short conflict and lower prices ahead.

출처  Fxstreet1775572010
Gold: Near-term downside before late-2026 recovery – TD Securities

TD Securities commodity strategists see Gold and Silver facing further correction as the Middle East war sustains inflation expectations and delays Fed easing. Elevated opportunity costs and reduced regional capital are near-term headwinds.

출처  Fxstreet1775570963
Gold trades choppy as Trump’s Iran ultimatum weighs on market sentiment

Gold (XAU/USD) is trading in a choppy range on Tuesday with markets on edge as the ultimatum from US President Donald Trump to reach a deal with Iran nears its deadline.

출처  Fxstreet1775563266
Aluminium: Gulf outages tighten global balance – ING

ING analysts Ewa Manthey and Warren Patterson report that Aluminium supply risks have intensified after Iranian attacks on Emirates Global Aluminium’s Al Taweelah smelter and Aluminium Bahrain’s plant.

출처  Fxstreet1775562216
Oil: War risk and supply headlines support prices – Commerzbank

Commerzbank analysts highlight that Brent has climbed above $111 per barrel as the Iran conflict continues and Trump links any ceasefire deal to free Oil traffic through the Strait of Hormus.

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Gold Price Forecast: 20-day EMA acts as key barrier ahead of Trump’s deadline to Iran

Gold price (XAU/USD) trades higher to near $4,675.00, but is broadly sideways, during the European trading session on Tuesday.

출처  Fxstreet1775559596
Silver price today: Silver rises, according to FXStreet data

Silver prices (XAG/USD) rose on Tuesday, according to FXStreet data. Silver trades at $72.88 per troy ounce, up 0.12% from the $72.79 it cost on Monday.

출처  Fxstreet1775553384
Gold: Central bank demand supports downside floor – ING

ING analysts Ewa Manthey and Warren Patterson highlight that central banks have resumed strong Gold buying, with February net purchases led by Poland and continued accumulation by China, Czech Republic and others.

출처  Fxstreet1775552736
WTI Crude Oil steadies above $103.00 with Iran’s deadline looming

The US benchmark West Texas Intermediate Oil (WTI) hesitates near four-week highs on Tuesday. Price action remains steady above the 103.00 per barrel, but attempts to extend gains beyond 105.00 have been capped with US President Donald Trump’s deadline on Tehran approaching.

출처  Fxstreet1775551076
Brent: Conflict scenarios keep prices elevated – Societe Generale

Societe Generale’s Commodity Compass Analytics (CCA) team, led by Michael Haigh, Ben Hoff and Jeremy Sellem, highlights that Dated Brent at $141/bbl reflects severe physical tightness as Strait of Hormuz flows remain impaired.

출처  Fxstreet1775550497
Oil: War-driven supply risks and security fractures – Rabobank

Rabobank’s Senior Market Strategist Benjamin Picton highlights escalating geopolitical risks around Iran, the Strait of Hormuz and NATO fractures, with direct implications for Oil.

출처  Fxstreet1775547475
Oil: Supply risks and marginal flow relief – MUFG

MUFG’s Senior Currency Analyst Michael Wan notes that Oil markets remain exposed to the Iran and Middle East conflict, with the Strait of Hormuz still constrained.

출처  Fxstreet1775545166
Silver Price Forecast: XAG/USD trades almost flat above $72 as Trump’s Iran deadline is in focus

Silver price (XAG/USD) trades broadly flat around $72.50 during the early European trading session on Tuesday. The white metal struggles for a direction as investors await Iran’s final decision over the reopening of the Strait of Hormuz.

출처  Fxstreet1775544208
Oil: Middle East tensions keep Brent elevated – Danske Bank

Danske Bank analysts stress that tensions in the Middle East and disruptions around the Strait of Hormuz are keeping Oil markets on edge. Brent has risen to 111 USD/bbl as traders assess risks to global energy supply.

출처  Fxstreet1775542383
WTI Price Forecast: Sits near $105.50; eyes four-week top as Trump's Iran deadline looms

West Texas Intermediate (WTI) – the benchmark US Crude Oil price – catches fresh bids during the Asian session on Tuesday and climbs back closer to a nearly four-week high set the previous day.

출처  Fxstreet1775536705
India Gold price today: Gold rises, according to FXStreet data

Gold prices rose in India on Tuesday, according to data compiled by FXStreet.

출처  Fxstreet1775536515
Gold remains depressed as Hormuz standoff supports USD amid hawkish Fed rate bets

Gold (XAU/USD) remains on the back foot during the Asian session on Tuesday, though it lacks follow-through selling and trades in the previous day's broader range.

출처  Fxstreet1775532557
Silver Price Forecast: XAG/USD consolidates around $73.00/200-period EMA pivotal hurdle

Silver (XAG/USD) extends its sideways consolidative price move for the second straight day and holds steady around the $73.00 mark during the Asian session on Tuesday.

출처  Fxstreet1775523713
WTI edges higher above $103.50 as Trump intensifies Iran's infrastructure threats

West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $103.60 during the early Asian trading hours on Tuesday.

출처  Fxstreet1775523277
US President Donald Trump: Iran ceasefire proposal ‘significant’ but ‘not good enough’ 

US President Donald Trump said that the latest proposal for a US ceasefire with Iran is “not good enough,” ahead of his deadline for Iran to either reopen the Strait of Hormuz or face major attacks on its civilian infrastructure, CNBC reported on Monday.

출처  Fxstreet1775518095
WTI Crude Oil markets see fresh volatility as Trump deadline looms

WTI Crude Oil saw sharply diverging price action across the spot and futures markets on Monday. May futures spiked to about $115 in early dealing, before pulling back near $112, roughly flat against Thursday's settlement.

출처  Fxstreet1775500874
Gold slips from $4,700 as Iran deal doubts boost oil, Dollar

Gold (XAU/USD) price recoiled during the North American session on Monday after hitting a daily high of $4,706, but news that an agreement between the US and Iran seems unlikely, along with military preparations for potential strikes, drove the yellow metal lower.

출처  Fxstreet1775500156
Gold Price Forecast: XAU/USD around $4,660, bears sharpening their claws

Spot Gold consolidates at around $4,660 on Monday, little changed on a daily basis, yet lower compared to Friday’s close. Financial markets are all about sentiment at the beginning of the week, with the mood swinging at the rhythm of Iran war headlines.

출처  Fxstreet1775496370
Gold edges higher as US-Iran ceasefire talks lift market sentiment

Gold (XAU/USD) edges higher on Monday as the US Dollar (USD) softens amid improving market sentiment, with traders reacting to fresh diplomatic developments aimed at ending the US-Iran war. At the time of writing, XAU/USD is trading around $4,691, rebounding from an intraday low near $4,600.

출처  Fxstreet1775476914
WTI Oil drifts to $102.00 level amid hopes of a peace deal in Iran

US benchmark West Texas Intermediate Oil (WTI) depreciated about $5 from session highs on Monday, hitting lows near $101.00 per barrel, from $106.44 highs, weighed by news that the US and Iran might be bringing positions closer to a peace deal through international intermediaries.

출처  Fxstreet1775470231
Silver price today: Silver rises, according to FXStreet data

Silver prices (XAG/USD) rose on Monday, according to FXStreet data. Silver trades at $73.53 per troy ounce, up 0.67% from the $73.05 it cost on Friday.

출처  Fxstreet1775468266
Oil: Supply shock drives global divergence – BNY

BNY’s Bob Savage highlights a severe Oil supply shock, with front‑month Brent spiking above $140 and forward prices far lower, tightening global financial conditions.

출처  Fxstreet1775462301
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