* US–Iran tensions remain the key geopolitical driver → Trump rejected Iran’s Hormuz proposal, while Tehran signalled no talks are currently planned.
* Oil risk premium rises → Gulf attacks and uncertainty around Hormuz pushed WTI back above $92 and kept Brent firm.
* Fed hike expectations strengthen → hawkish comments lifted yields and supported the U.S. dollar.
* Gold and silver remain under pressure → higher yields and stronger USD pushed gold below $4,200 and silver toward $62.
* China and Japan send mixed signals → weaker Chinese industrial profits contrast with firmer Japanese inflation pressure.
* Risk assets stay cautious → U.S. tech futures softened as oil and yields climbed.
* Today’s focus → Ramsden, Bowman, Lagarde, Cook and Barkin may shape the next move in yields, USD and gold.
Penafian: Pandangan yang dinyatakan adalah semata-mata dari pengarang dan tidak mewakili kedudukan rasmi Followme. Followme tidak bertanggungjawab ke atas ketepatan, kesempurnaan, atau kebolehpercayaan maklumat yang diberikan dan tidak bertanggungjawab untuk sebarang tindakan yang diambil berdasarkan kandungan, melainkan dinyatakan secara bertulis secara jelas.
Tiada ulasan lagi. Jadilah yang pertama berkongsi pandangan anda.