Oil prices stabilized on Thursday (February 12th), as the market reassigned a risk premium to US-Iran tensions despite US inventory data showing swelling domestic supplies. This movement confirms one thing: geopolitical headlines are still more "noise" than signals of a short-term surplus. As of 3:50 PM WIB, Brent was at $69.60/barrel (+0.29%) and WTI was at $64.83/barrel (+0.31%). The gains were moderate, but enough to keep prices near the psychological $70 level for Brent. From a geopolitical perspective, market focus is on the potential for escalation in the Middle East. Recent reports...
Gold prices moved cautiously at the start of the Asian session; spot gold was around $3,944,000/oz at the time of writing. Pressure stemmed from comments by Jerome Powell, who emphasized that a December interest rate cut was not a certainty, prompting market participants to reduce bets on further easing. This statement also boosted the dollar and Treasury yields, thus dampening interest in non-coupon gold.Meanwhile, the Fed's decision to cut interest rates by 25 bps and end its balance sheet contraction on December 1st continued to increase liquidity and lower short-term real interest...
Brent oil fell again on Wednesday (October 29th) as the market monitored that supply was still too much for demand. Investors began to doubt that new US and European sanctions on major Russian oil companies would actually cut supply, as Russia can usually still re-channel exports to other countries. At the same time, OPEC+ was discussing plans to increase production again after slowly opening the tap in recent months. So the market took a simple signal: supply could increase, the risk of supply disruptions might not be as severe as feared, and global demand hasn't yet exploded. As a result,...
Silver prices are still struggling to rise steadily due to the current risk-on global market sentiment. Hopes for a US-China trade deal have made investors more willing to invest in stocks and riskier assets, rather than seeking safe havens like gold and silver. Furthermore, the market is also awaiting the Fed's decision. If the Fed continues to sound cautious after cutting interest rates, bond yields could remain high, making silver less attractive in the short term. This situation makes silver vulnerable to declines if profit-taking occurs. However, from a fundamental perspective, silver...
Gold prices are currently hovering around $3.9K–$4K per ounce, well below the record high of over $4.3K per ounce reached last week. After three days of heavy selling, prices have stabilized but have not yet fully recovered, as many investors have already taken profits from the previous extreme rally. Gold is still up around 50% this year, supported by massive buying by central banks and currency concerns, but momentum has weakened again.Fundamentally, gold is being held back by two factors: first, the market is increasingly optimistic about a potential US–China trade deal, reducing the...
Brent oil continued to weaken on Tuesday (October 28th) due to two main pressures converging: global supply appears loose, while geopolitical risks have eased somewhat. On the supply side, market concerns remain about a large surplus due to high production from major producers and signals that OPEC+ is ready to ease output cuts, leading to concerns about stockpiles building up in the coming months. On the risk side, tensions in the Middle East have begun to ease following progress toward a ceasefire, diminishing the "fear premium" that typically keeps oil prices high. The combination of...
Gold remained weak on Tuesday, October 28, 2025, moving below $4,000 per ounce, around $3,970-$4,020, after dropping to a nearly three-week low. Selling pressure came as the market grew more optimistic about the potential for a US-China trade deal to be discussed directly by Trump and Xi, leading to a decline in safe-haven assets like gold, and investors shifting to riskier assets. Technically, gold's failure to hold above $4,000 also triggered profit-taking. However, this doesn't mean the gold trend is over. The market is almost certain the Fed will cut interest rates by another 25 basis...
Silver remained weak on Tuesday, October 28, 2025, after falling to the $46-$48 per ounce range. Selling pressure arose because the global market was risk-on: sentiment regarding the US-China trade deal has caused investors to seek less safe-haven assets like silver and instead invest more in stocks and riskier assets. Profit-taking after the previous price surge also hindered silver's rapid rise. However, fundamentally, silver is not yet completely bearish. Expectations of a Fed rate cut remain supportive, as lower interest rates are generally good for precious metals. Furthermore, silver...
Silver fell to around $48 per ounce, continuing its correction after falling more than 6% last week. Safe-haven sentiment weakened as the market grew more confident that US-China trade relations would ease ahead of the Trump-Xi meeting. The US said 100% tariffs were almost certainly canceled, and China was prepared to withhold rare earth exports for a year. As global tensions eased, hedging interest also declined. At the same time, the Fed is expected to cut interest rates this week after US inflation data softened. Lower interest rates are usually good for precious metals like silver...
Gold rises in the early Asian trade. There's a broad commodities uptrend, driven by macro uncertainty, a weaker dollar, and persistent demand for "hard" assets, says Fawad Razaqzada, market analyst...
Oil extended declines after OPEC+ agreed to a bigger-than-expected production increase next month, raising concerns about oversupply just as US tariffs fan fears about the demand outlook.
Brent...
The Japanese Yen (JPY) weakened against its US counterpart and reversed part of Friday's recovery from the lowest level since July 23 following Bank of Japan (BOJ) Governor Kazuo Ueda's remarks....