February 3, 2026 8:40 am
Key Moments Bitcoin traded 2.8% higher at $78,558.4, recovering from a drop to $74,635.5, its lowest level since early April. Heavy liquidations of leveraged positions over the weekend, amid thin liquidity, triggered a cascade of forced selling across crypto markets. Regulatory uncertainty persists as White House talks on stablecoin yield rules ended without agreement between […]
Read moreFebruary 3, 2026 7:22 am
Key Moments Brent crude traded at $65.96 per barrel, while U.S. WTI stood at $61.81 by 0623 GMT, with both down 0.5%. Meanwhile, oil extended Monday’s sharp slide of more than 4% after U.S. President Donald Trump said Iran was “seriously talking” with Washington. Additionally, a stronger U.S. dollar, trade news involving India, and Russian […]
Read moreFebruary 2, 2026 3:11 pm
Key Moments Jefferies says Amazon.com, Inc. is trading at 13x NTM EV/EBITDA, 6 turns below its 10-year average and 8 turns below WMT. The firm expects a re-acceleration in Amazon Web Services growth, with backlog potentially rising into the “mid-20s or higher” in the fourth quarter. Jefferies reiterates a Buy rating and $300 price target, […]
Read moreFebruary 2, 2026 2:32 pm
Key Moments U.S. President Donald Trump is reported to be preparing a $12 billion strategic stockpile for critical minerals under an initiative called Project Vault. The structure reportedly combines $1.67 billion in private capital with a $10 billion loan from the U.S. Export-Import Bank, pending board approval. More than a dozen major corporations, including General […]
Read moreFebruary 2, 2026 11:15 am
Key Moments GBP/USD trades near 1.3670 in early European dealings, slipping below the 1.3700 area amid renewed US Dollar strength. US Producer Price Index rose 3.0% YoY and 0.5% MoM in December, exceeding forecasts and supporting expectations for steady Fed policy. The Bank of England is expected to hold its policy rate at 3.75%, after […]
Read moreFebruary 2, 2026 10:40 am
Key Moments Natural gas futures have hovered near a critical support zone since late December 2025, with cold risks into mid-February limiting upside. Restricted gas supplies to U.S. power plants contributed to generator outages and higher spot prices, according to PJM. Ukraine also faces mounting energy strains amid a harsh winter. February futures expired on […]
Read moreFebruary 2, 2026 8:18 am
Key Moments AUD/JPY trades around 104.05 in early European deals as selling pressure builds. Market focus shifts to Tuesday’s RBA decision. A 25 bps hike to 3.85% is expected after December CPI rose to 3.8%. Technicals show price below the lower Bollinger Band and RSI at 41.21. Key levels: 106.48 on the upside, 102.95 on […]
Read moreFebruary 2, 2026 7:27 am
Key Moments Brent crude futures dropped $3.30, or 4.8%, to $66.02 per barrel, while U.S. West Texas Intermediate fell $3.23, or nearly 5%, to $61.98. Prices pulled back from multi-month highs after U.S. President Donald Trump signaled Iran was “seriously talking” with Washington, reducing perceived geopolitical risk. OPEC+ decided to keep March output unchanged, following […]
Read moreJanuary 30, 2026 3:05 pm
Key Moments TD Securities flags a potential $2-3/bbl decline in crude prices as near-term fundamentals loosen. Supply-side tightness is easing, with export flows from Novorossiysk expected to recover as CPC’s SPM-3 returns from maintenance. Chinese stockpiling appears to have paused in January and upcoming peak refinery maintenance season is set to curb near-term demand. Bearish […]
Read moreJanuary 30, 2026 1:27 pm
Key Moments Nickel prices rose from USD14,263 per tonne on December 16 to USD18,756 per tonne on January 23. Indonesia plans to cut annual nickel ore production quotas by roughly one-third to 250–260 million tonnes, pending approval in March. LME class one nickel inventories climbed from just over 255,000 tonnes in early January to more […]
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