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Geopolitics vs. Supply: Oil in Tug-of-War

Key Takeaways: *Oil steadies after rally: Brent at $69.42, WTI near $65, as bullish and bearish forces offset. *Geopolitical support: Ukrainian strikes on Russian refineries and Moscow’s diesel export ban tightened fuel markets; Trump pressing Turkey to cut Russian oil imports. *Bearish headwinds: Strong U.S. GDP lowers Fed cut hopes, stronger dollar pressures oil. Iraq-KRGContinue Reading
Written on September 26, 2025 at 3:39 am
Categories: Daily Market Analysis
Tags: EIA, Geopolitical, oil
Strong U.S. Data Lifts Dollar and Treasury Yields as Markets Eye Fed Outlook

Key Takeaways: *U.S. GDP surged to 3.8%, beating forecasts of 3.3%. *Durable Goods Orders rebounded sharply to 2.9% vs. expectations of -0.3%. *Treasury yields rose across the curve, complicating Fed rate-cut bets. *Dollar Index remains in overbought territory, facing key resistance at 98.75. Market Summary: Global markets witnessed renewed volatility as a string of stronger-than-expectedContinue Reading
Jobs and Inflation Take Center Stage This Week

The Week Ahead: Week of September 29, 2025 (GMT+3) Weekly Market Preview The final days of September and the opening of October bring a dense calendar that could inject fresh volatility into global markets. The week kicks off with the Reserve Bank of Australia’s September rate decision, where policymakers are expected to hold fire butContinue Reading
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