Market news
Crypto, stocks, forex and macro, aggregated for traders.
Big Tech Hidden AI Commitments Surge to $3 Trillion
The nine largest US tech firms hold roughly $3 trillion in off-balance-sheet AI-related obligations, triple their reported lease and long-term debt totals.
WTI Holds Firm But Remains Below 100-Day SMA
WTI crude stayed supported on Tuesday after a nearly 3% jump, while stalled progress on reopening the Strait of Hormuz preserved a geopolitical risk premium.
Gold holds near $4,400 despite rising Treasury yields
Commerzbank's Carsten Fritsch notes gold remains around $4,400 per ounce while US Treasury yields climb back toward late-July levels, decoupling from real rates.
UAE and US Presidents Discuss Cooperation and Middle East Developments
The UAE president received a call from the US president to discuss bilateral cooperation and developments in the Middle East.
Gold Seen Range-Bound as Fed Rate Pause Bets Grow
Gold prices are expected to stay range-bound, with support tied to rising expectations that the Federal Reserve will keep rates on hold through year-end after softer US inflation and employment data.
Trump says no Iran talks scheduled, naval blockade remains in force
President Trump said no talks with Iran are scheduled and the naval blockade remains in effect, while the Strait of Hormuz is open and water mines are cleared.
Markets Are Pricing Too Many ECB Rate Hikes, Yield Outlook Warns
A yield outlook argues markets have overpriced European Central Bank tightening, while US-Iran tensions and firmer energy prices keep inflation risks in focus.
Copper Seen Lower as Tariff Distortions Unwind, TD Securities Says
TD Securities sees copper prices moving lower once tariff-related distortions fade, arguing the recent rally is driven by speculation and supply headlines rather than genuine demand.
Saudi Arabia Tightens Scrutiny on UAE-Bound Money Transfers
Saudi banks are reportedly applying additional checks to transfers heading to the UAE, causing delays and returned payments for businesses.
US Housing Starts Tumble Toward COVID-Era Lows in July
Residential construction fell sharply in July, with single-family starts hit hard as high mortgage rates and affordability pressures kept buyers sidelined.
Warsh Warns Inflation Fear Returns, September Hike in Play
Renewed inflation concern has made a September rate hike harder to dismiss, with Mr. Warsh seen as uneasy about the shift even though CME pricing has not caught up.
Jamie Dimon Warns US Dollar Could Lose Reserve Status Within 25 Years
JPMorgan CEO Jamie Dimon cautioned that the dollar’s global reserve role depends on US economic, military and geopolitical strength, with its share of reserves already slipping from about 70% in 2000 to roughly 57% today.
European Gas Prices Hinge on LNG Inflows, Commerzbank Says
Commerzbank says European gas storage will rely on stronger LNG imports over winter, with current inflows of 8 bcm per month insufficient to prevent inventories trending toward zero.
Brent Crude Holds Above $91.85 on Hormuz Conflict
Brent crude briefly traded above $91.85 per barrel, the highest in more than three weeks, as the Strait of Hormuz conflict kept oil prices elevated, BNY’s Geoff Yu noted.
Qatar: Iran-Oman Hormuz deal needed before US-Iran talks
Qatar's foreign ministry says mediators are waiting for Oman and Iran to agree bilaterally on the Strait of Hormuz before broader US-Iran negotiations can resume.
LME copper tops $14,000 as tight supply squeeze deepens, ING says
LME copper has climbed above $14,000 per tonne and is nearing record highs as nearby supply conditions tighten, according to ING analysts.
Gold slips as firmer dollar and rising Treasury yields weigh
Gold traded lower on Tuesday around $4,393, down 0.50%, snapping a two-day winning streak as US dollar strength and higher long-term Treasury yields pressured the metal.
Gold Eases Below $4,400 as US Yields Rally
Gold traded lower on Tuesday, slipping below the $4,400 level as US Treasury yields rallied and the dollar firmed modestly.
Jordan Condemns Israeli Airstrikes on Syrian Military Airport
Jordan’s Foreign Ministry criticized Israeli strikes on Syria’s Abu al-Zuhour military airport as an unjustified escalation and breach of international law.
Taiwan hands citizens $314 'AI dividend' as growth hits 50-year high
Taiwan is distributing roughly $314 per citizen as an 'AI dividend' after first-half GDP growth reached 14.15%, the strongest in 50 years. Defense spending also crossed 3% of GDP for the first time.
Brent crude back in focus as US-Iran ceasefire expires
The US-Iran ceasefire has lapsed, with Washington rejecting an extension while Tehran threatens escalation and has seized a tanker, reviving upside risks for Brent crude.
Hungary 2026 GDP Forecast Revised Up After Solid First Half
Economists lifted Hungary's 2026 GDP forecast after flash estimates showed a relatively solid first half across most of the region.
Brent crude tops $90 as US-Iran war threatens Hormuz oil supplies
Brent crude rose above $90 a barrel in early Tuesday trading, hitting its highest level in more than three weeks as the US-Iran conflict keeps energy markets on edge.
Crude and bond yields make fresh highs as inflation bets repriced
European mid-session trading saw crude oil and bond yields push to recent highs as markets repriced the inflation outlook. Home Depot is expected to offer an early read on consumer conditions.