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📉 If US–Iran reach a deal & Strait of Hormuz fully opens
1) Oil prices → DROP (often sharply)
* About ~20% of global oil supply flows through the Strait of Hormuz 
* Disruptions have already pushed oil above $100–$120+ during the conflict 
* When there are signs of talks or reopening, oil falls immediately 
👉 So if a real deal happens:
* Supply normalises
* Risk premium disappears
* Oil likely drops 10–30...
1) Oil prices → DROP (often sharply)
* About ~20% of global oil supply flows through the Strait of Hormuz 
* Disruptions have already pushed oil above $100–$120+ during the conflict 
* When there are signs of talks or reopening, oil falls immediately 
👉 So if a real deal happens:
* Supply normalises
* Risk premium disappears
* Oil likely drops 10–30...
2
Gold's switch from being a safe-haven asset to reflecting the broader market's mood was reinforced on Thursday, as the metal's price dropped sharply.
The Iran war has reversed the traditional relationship of gold to geopolitical turbulence.
There is a combination of factors at work to explain the shift in gold's behavioral characteristics....
The Iran war has reversed the traditional relationship of gold to geopolitical turbulence.
There is a combination of factors at work to explain the shift in gold's behavioral characteristics....
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This morning, Trump stated that the U.S. had achieved an overwhelming victory over Iran, but he immediately followed up by saying that he would launch extremely fierce attacks on Iran in the next two to three weeks.🌍
The U.S. stock futures responded with a decline, with the $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ now erasing all their gains from last night.
The significant rebound in U.S. stocks on Tuesday and Wednesda...
The U.S. stock futures responded with a decline, with the $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ now erasing all their gains from last night.
The significant rebound in U.S. stocks on Tuesday and Wednesda...
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$Lion SG Phy Gold S$ (GLS.SG)$ | $Lion SG Phy Gold US$ (GLU.SG)$
What is the case for gold in volatile times like these?
Chu Toh Chieh, Head of Fixed Income and Multi-Asset Solutions, shares why gold continues to play an important role as a portfolio diversifier when viewed over the long term. Despite short-term volatility, he explains why the asset still holds long-term relevance for investors today.
▶️ Watch the interview session here: CNBC Interview with Chu Toh Chieh
...
What is the case for gold in volatile times like these?
Chu Toh Chieh, Head of Fixed Income and Multi-Asset Solutions, shares why gold continues to play an important role as a portfolio diversifier when viewed over the long term. Despite short-term volatility, he explains why the asset still holds long-term relevance for investors today.
▶️ Watch the interview session here: CNBC Interview with Chu Toh Chieh
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