About: davin
Recent Posts by davin
Rabobank Warns Hormuz Disruption Would Lift Oil Prices, With Europe Shortages Only on Prolonged Closure
Rabobank model suggests short Hormuz disruption boosts prices; yearlong closure depletes Europe buffers, forcing demand cuts.
US capacity utilisation beats forecasts, complicating Fed rate-cut outlook and lifting Treasury yield pressure
U.S. capacity utilization rose to 76.1% in April, topping forecasts of 75.8% and signaling stronger factory activity.
US industrial output beats forecasts, reshaping rate-cut bets and boosting cyclical sector outlook
US industrial production climbed 0.7% in April, beating the 0.3% forecast and signaling stronger factory output.
Silver slides 8% as yields climb, while softer Fed outlook underpins bullish bets
Silver slid nearly 8% as rising Treasury yields and stronger dollar boosted Fed hike expectations, pressuring bullion.
China Aluminium Output Tops Caps as Gulf Disruptions Drain Stocks and Fuel Price Volatility
China’s aluminium output exceeded caps amid strong prices; inventories may tighten, risking deficits, bottlenecks, and volatility.
