Gold's Calm Second Half Is Hiding a Wide Risk Map
The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

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The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026

The UAE enters the next period with diversified trade, services and investment buffers. Energy and shipping volatility still make credit quality and project selection important.
Aug 2, 2026

American forces hit Iranian launchers on Larak after the Guard was seen preparing to fire rockets carrying sea mines into the Strait of Hormuz. Iran answered at bases in Jordan and the UAE. It is the first exchange in over a month.
Sep 1, 2026

Day 187 brought more reporting on efforts to reopen the Strait of Hormuz. The transit count on the latest published day was six, against a pre-war baseline of about 85 a day, and the market puts one percent odds on normal traffic by 15 September.
Sep 4, 2026
