June 4, 2026 9:45 am
Key Moments LME copper slipped back below $14,000/t after gaining around 3% over the prior two sessions. Rising US-Iran tensions, softer global growth expectations, and higher energy costs weighed on demand sentiment and encouraged profit-taking. The US revised its metals tariff framework, broadening coverage to more copper products while easing rules of origin and reviewing […]
Read moreJune 4, 2026 9:35 am
Key Moments U.S. President Donald Trump is preparing to deploy Cold War-era Defense Production Act authority to direct nearly $700 million to coal-related projects, according to a White House official. More than half of the planned funding is slated for upgrades at 13 coal-fired power plants, with additional allocations for projects in Alaska, Maryland, West […]
Read moreJune 4, 2026 9:03 am
Key Moments Brent crude traded at $96.7 on June 4, roughly 16% below its May peak. A new ceasefire understanding between Israel and Lebanon reduced immediate geopolitical pressure, but enforcement risks remain high. U.S. crude inventories fell for a sixth straight week to 433.7 million barrels, the lowest level since 2004, according to EIA data. […]
Read moreJune 4, 2026 6:48 am
Key Moments Gold holds above a recent one-week low as a truce between Israel and Lebanon prompts profit-taking in the US Dollar. Stalled US-Iran talks and ongoing regional tensions sustain a geopolitical risk premium that helps limit broader USD losses. XAU/USD trades within a descending channel below the 4-hour 100-period SMA near $4,533, preserving a […]
Read moreJune 4, 2026 6:40 am
Key Moments Silver (XAG/USD) trades about 1.2% higher near $73.60 in Thursday’s Asian session after a sharp sell-off. US President Donald Trump indicated the maritime blockade on Iran could remain in place until Labor Day. Stronger-than-expected US ADP jobs data for May has shaped expectations ahead of Friday’s Nonfarm Payrolls release. Market Overview Silver prices […]
Read moreJune 4, 2026 6:08 am
Key Moments WTI trades near $92.70 per barrel after three consecutive sessions of gains. A ceasefire arrangement between Israel and Lebanon reduces regional supply risk, but geopolitical tensions persist. US crude inventories drop by 8 million barrels to 433.7 million, surpassing analysts’ expectations. Ceasefire Agreement Pressures Crude After Rally West Texas Intermediate (WTI) crude prices […]
Read moreJune 3, 2026 1:59 pm
Key Moments Barclays turned more cautious on digital IT services, cutting EPAM Systems and Grid Dynamics to Hold and signaling greater downside than upside in current demand trends. The bank highlighted sharply lower valuations, with the group trading at an average price-to-earnings multiple of 9 times and 8 times on 2026 and 2027 estimates after […]
Read moreJune 3, 2026 1:56 pm
Key Moments: The FAA has removed its cap on 737 MAX output, authorizing Boeing (NYSE: BA) to lift production to 47 aircraft per month. Chinese carriers have agreed to purchase 200 Boeing jets, helping to de-risk a $695 billion commercial backlog exceeding 6,100 aircraft. Boeing’s operating cash outflow narrowed to $179 million in the first […]
Read moreJune 3, 2026 1:51 pm
Key Takeaways Jefferies sees European REITs as a compelling mix of growth and value amid improving real estate fundamentals. Logistics, residential, healthcare, and data center REITs are among the most attractive segments. The sector benefits from stabilizing yields, improving sentiment, and renewed investor inflows. European REITs Regain Investor Attention :contentReference[oaicite:0]{index=0} has identified European real estate […]
Read moreJune 3, 2026 8:43 am
Spot Silver fell more than 1% on Wednesday, tracking Gold, as Middle East hostilities flared anew, driving crude oil prices up and stalling US-Iran negotiations. The US military said Iranian missile attacks on Bahrain, Kuwait and other regional targets had been either thwarted or failed. According to a report by Reuters, US Secretary of State […]
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