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macro regime

  • Commodities,Gold,Macro
    From the Strait of Hormuz to the Federal Reserve: Is the Oil Price Shock Rewriting Gold’s Trajectory?

    From the Strait of Hormuz to the Federal Reserve: Is the Oil Price Shock Rewriting Gold’s Trajectory?

    April 2nd, 2026· 5.7 min·

    Executive View The dominant driver is oil-led inflation shock, not geopolitics by

  • Commodities,Energy,Macro
    WTI Crude Oil Price: WTI Jumps 10%, Flipping Brent as Strait of Hormuz Disruption Reorders Oil Flows

    WTI Crude Oil Price: WTI Jumps 10%, Flipping Brent as Strait of Hormuz Disruption Reorders Oil Flows

    April 2nd, 2026· 5.6 min·

    Executive View The real driver is not the headline move in crude

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