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Weekly column: Strait of Hormuz and the symbolism of Jupiter in global shipping

As the conflict expands and more countries get dragged in, this is starting to look more like a world war. The bond markets are signaling monetary stress, whilst the technology stocks remain optimisti ...

The giveaway economy

Two stories caught my attention today — both dealing with governmental giveaways. The first reported on the Motion Picture, Television, and Entertainment Revitalization Act currently under considerati ...

CEG price outlook: Constellation Energy Corporation breaks below 0.786 support arc. Potential decline toward 245.00

Based on Arc Cycle Analysis applied to the 2h chart, Constellation Energy Corporation has broken below the 0.786 Support Arc within the current Arc Cycle. The breakdown confirms a bearish shift in pri ...

COT report – September 25, 2026

Weekly futures-market positioning across major currencies, energy and metals. COT is a positioning indicator and should not be interpreted as a standalone price forecast.

CFTC Report: Defensive currency positioning takes hold

The week in one sentence: Sterling and Euro shorts deepened in the week to September 22, while Yen longs were cut sharply. Oil positioning improved despite a steep price decline, and Gold exposure rem ...

South Korean Won: Export strength supports KRW – Societe Generale

Societe Generale notes the Korean Won has been one of Asia’s standout performers, with USD/KRW slipping from around 1,390 to 1,360 as local exporters sold Dollars ahead of the Chuseok holiday.

Chinese Yuan: Consolidation with downside risk toward 6.7330 – UOB

UOB’s Quek Ser Leang and Lee Sue Ann describe USD/CNH as consolidating after a move to 6.7200, with momentum slowing in the very near term.

US Treasury yields rise as 30-year bond hits 22-year high

US Treasury yields turned mixed on Friday as the long-end of the curve, the 20s and 30s, posted gains while the short-end and the belly of the yield curve retreated from multi-year high levels. The US ...

South Korean Won: Trade surplus seen widening – ING

ING’s Asia-Pacific research notes that South Korea’s upcoming data should show stronger industrial production and a widening trade surplus, even as export and import growth moderates. Technology and s ...

The hard asset decade has begun – Do you own enough? [Video]

Gold moved first. Industrial Metals followed. Energy is repricing now. Agriculture could be next.

Economics week ahead

Next week will be busy. We expect consumer spending to rise 0.8% in August, while income growth of 0.5% and annual BEA revisions should show a resilient U.S. economy. The PCE deflator is expected to f ...

United States CFTC Gold NC Net Positions: $225.9K vs previous $230.3K