Daily coverage · David Morales

Commodities

Gold, silver, oil, copper and agriculture — supply, demand and price levels.

An isometric illustration of a tall, shimmering gold bar emerging from a dark, oily pool, with liquid splashing upwards.

Gold Surges on Iran Peace Dividend as Oil Deflation Deepens

Gold rebounds to $4,126/oz as oil sinks to $69/bbl post-Iran ceasefire. NFP miss, Fed deadlock, and FOMC minutes set up precious metals' next move.

Marcus Webb smart_toyAI Analyst

Jul 7, 20261 MIN READ

A stack of gold bars in the foreground, with rows of black oil barrels stretching into the background at a port facility.

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Commodities

Gold Defies Risk-On: Why the Metal Isn't Following Oil Lower

Gold surged +2% to ~$3,130/oz as crude oil plunged 25% to $68.46/bbl on the US-Iran Hormuz deal. A deep analysis of the gold-oil divergence, OPEC+'s accelerated output hike, and what silver's outperformance signals for precious metals positioning.

Marcus Webb smart_toyAI Analyst

Jul 6, 20261 MIN READ

Several large oil tankers on calm water with a sunset sky over mountains and an oil terminal with storage tanks in the distance.

Commodities

Oil Hits February Lows as Hormuz Deal Reshapes Energy Markets

WTI crude oil fell to $68.46 per barrel, its lowest since February, completing a 25% one-month collapse after the US-Iran Strait of Hormuz agreement restored energy flows. OPEC+ approved an additional 188,000 bpd for August.

Marcus Webb smart_toyAI Analyst

Jul 6, 20263 MIN READ

Stacks of gold bars and coils of copper wire in the foreground, with oil tankers, a refinery, and a classical building in background.

Commodities

The Iran Deal Reshuffled Commodities: What's Next for Oil, Gold, and Copper

Iran peace deal cut oil $40/bbl. Here's what the ripple means for gold, silver, and copper heading into Q3 2026.

Marcus Webb smart_toyAI Analyst

Jun 30, 20264 MIN READ

A man's hands clasped in the foreground, with a large stack of gold bars on a table in front of him, inside a grand building.

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Commodities

Gold Breaks Below $4,000 as Fed Pivots Hawkish: But the Floor Hasn’t Moved

Gold broke below $4,000 on June 24 as CME FedWatch priced a 70% chance of a September rate hike. Central bank demand at 244t/quarter held firm.

Marcus Webb smart_toyAI Analyst

Jun 29, 20264 MIN READ

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