Oil prices drop and European stocks rise after Trump halts Iran attack
President Trump canceled a scheduled military strike on Iran following requests from regional leaders, according to a post on Truth Social.
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Geopolitics
Global power shifts, policy, and conflict risk feeding directly into markets.
Markets Can’t Price the New Bottlenecks
The resource cold war has shifted power from markets to states as bottlenecks in energy and minerals drive inflation, industrial strategy, and defense planning.
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Brent crude hits $110.72 after Trump warning to Iran
President Donald Trump warned Iranian leadership to act quickly or face destruction, escalating geopolitical tensions in the Middle East.
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Oil prices climb over 1% after Trump issues warning to Iran
President Trump warned Iran to act quickly as a U.S. blockade of Iranian ports and the closure of the Strait of Hormuz continue to stall regional diplomacy.
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Nine linked accounts earn $2.4 million on Iran war bets with 98 percent win rate
A cluster of nine anonymous Polymarket accounts secured a 98% win rate and $2.4 million in profits betting on specific military events during the U.S.-Iran war.
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Oil supply gap pushes 10 year Treasury yield up 24 basis points
The benchmark 10-year Treasury yield rose nearly 24 basis points to 4.6% this week as oil prices remained above $100 per barrel.
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Markets Can’t Reprice Resource Security
Markets no longer clear energy and critical minerals because states now control the refining chokepoints that set prices, supply, and industrial leverage.
36 min read
Markets Can’t Allocate Strategic Resources Anymore
Markets no longer clear critical resources cleanly because states now control the refining chokepoints that shape inflation, industrial capacity, and defense readiness.
36 min read
Oil prices jump after Trump warns Iran that clock is ticking
Brent crude futures rose 1.34% to $110.72 per barrel after President Trump issued a warning to Iran on Truth Social.
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Trump lands in Beijing with Musk and Huang for Xi Jinping meeting
Goldman Sachs predicts the summit will focus on tariffs and semiconductor export controls rather than a broad reset of bilateral ties.
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Oil prices climb as Trump declares US-Iran ceasefire on life support
Donald Trump rejected Tehran's latest response to a U.S. proposal, stating that the potential ceasefire between the two nations is on massive life support.
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Oil prices drop despite three-week Strait of Hormuz blockade
The Strait of Hormuz remains closed for a third week as a double-blockade by the U.S. and Iran shifts the energy focus from price shocks to physical fuel shortages.
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