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Every morning
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Tuesday recap
Irish Minister of State Thomas Byrne warned that the war in the Gulf could cause food prices to rise dramatically, adding to already higher energy costs. He indicated the government will assess support measures within the next week, focusing on vulnerable households rather than broad VAT cuts. While extending the fuel‑allowance season is under consideration, energy credits are ruled out and planned carbon‑tax hikes will proceed. The government is also reviewing fuel‑sector competition and consulting EU fiscal rules before any intervention.
CME Group announced the first trade of its South Asia Crude Palm Oil (Fastmarkets) futures, with 100 contracts exchanged between Avere Commodities and Olam Agri on March 5, 2026. The contracts were launched on March 2 as part of four new cash‑settled...
Vietnam’s National Assembly is central to institutionalising development policies and strengthening the legal framework for long‑term growth, says York University researcher Joe Pateman. He highlights how recent legislation on economic management, investment and public administration has created a more stable...
Monday March 9th Hong Kong IPO debuts: • Shenzhen Zhaowei Machinery & Electronics: ⬆️ 4% • Estun Automation: ⬇️ 14% • Alsco Pooling Service: ⬇️ 40%
Latest from the IEA: - "Speaking with governments" and "closely monitoring" events in the Middle East. - Says global oil market has been "in significant surplus" since the start of 2025. However, "prolonged disruptions could flip the market into a deficit". - IEA...
Saudi Aramco has launched a rare series of spot tenders offering roughly 4.6 million barrels of crude, covering Arab Extra Light, Arab Heavy and Arab Light grades. The move comes as the effective closure of the Strait of Hormuz forces shipments...
Bank of Korea Governor Chang Yong Rhee, appointed in April 2022, argues that central banks must broaden their remit beyond pure monetary policy. He has transformed the BoK into a more public‑facing institution, adding video studios, visualizations, staff media training...
Oil prices surged dramatically on Monday, with Brent crude jumping 27% to $117.58 per barrel and U.S. crude climbing 28% to $116.51, marking the steepest daily gain since at least 1988. The spike follows heightened tensions in the Middle East,...
Rising mortgage rates in Vietnam have surged to 13‑15 % and even 15‑16 % for floating loans, doubling many borrowers' monthly payments and prompting a wave of forced apartment sales. Sellers are slashing prices by 10‑15 % as buyer inquiries fell 20‑28 % month‑on‑month,...
Denmark is proposing a wealth tax on illiquid shares, forcing owners of private‑company stock to pay annually on paper valuations. The measure would compel startup founders to liquidate or borrow against equity, diverting capital from growth to tax compliance. Norway’s...
𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗥𝗮𝘁𝗲 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 🇿🇦 The SARB’s Monetary Policy Committee (MPC) will meet 𝐅𝐈𝐕𝐄 more times in 2026. Bookmark these dates 🔻 🇿🇦2̶9̶t̶h̶ ̶J̶a̶n̶u̶a̶r̶y̶ ( Unchanged ) ✅ 🇿🇦26th March 🇿🇦28th May 🇿🇦23rd July 🇿🇦23rd September 🇿🇦19th November
Vietnam's finance ministry announced a proposal to cut the most‑favoured‑nation (MFN) import tariff on selected petroleum products to 0 % effective until 30 April 2026. The move aims to broaden the supplier base and secure crude volumes as the US‑Iran war has disrupted...
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream...
Delhi’s high‑street retail market posted solid rent growth in 2025, with Khan Market climbing 8 percent to Rs 1,700‑1,800 per square foot, while Gurugram’s Galleria Market led the region with a 14 percent increase. Across Delhi‑NCR, monthly rents rose between 2 and 14...
Cboe reported record February trading activity across its derivatives platform. S&P 500 index options (SPX) posted a historic average daily volume of 4.75 million contracts, with zero‑days‑to‑expiry (0DTE) trades accounting for 63% of that flow. Mini‑S&P 500 (XSP) and Russell 2000 (RUT) options also...
Indian Market Blood bath🩸( All Over Sectors 💔 ) SmallCap: -600🔻 Nifty: -735🔻 Midcap: -2040🔻 Sensex: -2400🔻 Banknifty: -2410🔻 FIN NIFTY: -1050🔻 NIFTY AUTO: - 1152🔻 NIFTY FMCG: -950🔻
South Korean President Lee Jae‑Myung announced the first fuel‑price cap in three decades as Brent crude breached $100 a barrel amid the Middle East conflict. Taiwan’s government simultaneously introduced a weekly cap limiting gasoline price hikes to roughly 5%, far...
Oil futures surged past $113 a barrel and Brent topped $114 as the U.S.-Israeli conflict with Iran escalated, pushing the Strait of Hormuz effectively closed. The sharp rally in crude sent gasoline price forecasts above $4 per gallon, while Dow...
‼️Hedge funds are EXTREMELY BEARISH on the US Dollar: Net dollar positioning of hedge funds and other asset managers is down to -$18.9 billion, near the most bearish level in at least 3 years. Hedge funds are getting caught off guard. 👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-dropped-amid-rising-ai-and-geopolitical-uncertainty-weekly-market-recap-trading-week-09-20-a312
St George Mining (ASX:SGQ) has been added to the S&P/ASX All Ordinaries, placing it among the 500 largest Australian listed companies. The inclusion follows a 20‑fold market‑cap increase to over $470 million after acquiring the Araxá rare‑earths and niobium project in Brazil....
Vietnam’s benchmark VN‑Index closed 115 points lower on March 9, marking the steepest one‑day decline in its history. The plunge, driven by margin calls and panic selling, saw all 30 VN‑30 constituents fall, with 24 hitting floor prices. Foreign investors exited...
In 2026 Southeast Asian founders confront a macro‑antifragility dilemma, balancing rapid scaling, unit‑economic profitability, and supply‑chain stability amid rising techno‑nationalism. High‑interest‑rate environments in the West have tightened investor expectations, while ASEAN’s robust GDP growth is tempered by sovereign AI regulations...
Modern commercial construction is abandoning traditional wood and brick in favor of high‑performance metals, composites, and modular systems that promise longer service lives and lower upkeep. The rise of data‑intensive tenants drives demand for moisture‑resistant, tech‑ready infrastructure, prompting developers to...
Oil markets spiked dramatically as Brent crude briefly touched $119.50 per barrel, driven by heightened geopolitical risk from the Iran‑related conflict in the Middle East. Prices later eased to $107.20 for Brent and $103.18 for WTI after reports that G7...
Emerging‑market equities suffered a sharp sell‑off on March 9, with the MSCI Emerging Markets Index sliding 3.4% and edging toward a technical correction defined by a 10% pullback from recent highs. Two‑thirds of the index’s constituents posted losses, pushing the benchmark...
We discussed on the impact of the crisis on Asia and it is a big negative shock for the region as we are very oil and gas dependent & we are importers of that from the Middle East. Price higher =...
Put on a cheeky little oil short with a tight stop before going to sleep let’s see what the morning has in store for me.
1/6 SCMP: "The European Union has been urged by the EU’s official think tank to weaponise its giant market to draw concessions from China, whose economic fragility is making it increasingly reliant on rich export markets." https://t.co/haMEakKlUZ via @scmpnews
Brent crude futures LCOc1 climbed to a high of $119.50 per barrel and U.S. West Texas Intermediate (WTI) CLc1 to $119.48 a barrel.
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
1/6 China's deflationary environment continues to improve, with high-than-expected numbers in February. CPI inflation was 1.3% year on year and 1.0% month on month. Month-on-month inflation has been positive since December and mostly positive since July. https://t.co/gpaBJ53yli
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
.@ZichenWanghere: “China is not willing to play the same role for Iran that the United States has long assumed for its own partners. But that does not mean that China is feckless…Too many observers still measure every rising power against...
S&P is down almost 5% this year https://t.co/jJ8zHsWyLU No one thought it could be done, but Donald Trump did it!
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
Oil and S&P 500 Futures Extend Tumble to Start the Week – Is Sentiment Giving Way? Wrote this week ahead article on an airplane with awful wifi... https://t.co/PoHGRgI2oL
“Encouragingly, China now seems very alert to the threat of deflation…Li Qiang said the government will steer the cost of living ‘back into positive territory.’ That’s tougher language than last year…a welcome recognition that Beijing has a problem.” https://t.co/V270GGGAJB
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
Dubai faces immediate risk from Singapore. If Dubai wants to retain itself as the best foreign destination it should direct @DIFC to lay out easy rules for investors. Large banks like @RAKBANKlive and @EmiratesNBD_AE should ensure that both existing...
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
Corn will eventually trade at $13 Beans will eventually trade at $27 Maybe not this decade, but someday Corn ethanol is a fuel My truck (Nissan) is approved for flex-fuel (FFV) It can run on gas that is 80% corn ethanol $ZC_F $ZS_F https://t.co/CYZjGOzeLt
The stickiness that once anchored people and capital to great cities is gone. It is not coming back https://t.co/D0BFIOpVUy
If past oil surges are a guide, we could see small trucking operators park their rigs, waiting for fuel prices to stabilize.
Puzzling. In risk-off market yields go down, but they're flat to up, globally (so not "sell-America"). Central banks seen as less likely to ease. True, until you get non-linearities and recessions (e.g. summer of 2008, oil up sharply and ECB...
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
