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4

Mar 2026
Is the Liquidity Regime Shift Accelerated by the US-Iran Conflict? | VT Markets

A potential policy shift at the Federal Reserve under Kevin Warsh meets rising US–Iran tensions, raising the risk that geopolitical shocks could accelerate the next liquidity cycle and reshape the outlook for the US dollar, Bitcoin and gold.

3

Mar 2026
Week Ahead: Gold and Oil Reach Boiling Point

Key Takeaways XAUUSD, USOil, USDX, and SP500 enter the week influenced by Fed rate cut expectations, while geopolitics adds an inflation channel through energy markets. Crude oil continues to carry a significant risk premium between $72 and $79 per barrel; …

17

Feb 2026
Week Ahead: Fed Signals, Inflation Data, and the Battle Between Dollar & Gold

Markets enter the week balancing renewed safe-haven demand with political uncertainty and policy risk. Gold has rebounded toward the psychological $5,000 level as concerns around Federal Reserve independence weigh on the US dollar. If the minutes suggest the Fed is …

23

Jan 2026
Why Natural Gas Is Falling: The Story the Market Is Pricing In

Natural gas prices have moved sharply lower, surprising many participants who are still focused on weather headlines or short-term demand narratives. However, the current decline is not being driven by a sudden collapse in consumption. Instead, it reveals how this …

16

Jan 2026
Why USDINR Moves Even When Indian Equities Are Strong

Currency movements often feel sudden, but the Indian rupee’s rise or fall against the US dollar is usually the result of multiple global and domestic forces acting together. For many participants, this creates confusion. If equities are strong, shouldn’t the …

9

Jan 2026
Venezuela’s Political Shock and the Real Impact on Global Oil Markets

After U.S. forces captured President Nicolás Maduro, headlines are raising speculation about regime change and access to the world’s largest oil reserves. This triggered immediate volatility across crude markets and reopened long-standing questions about Venezuela’s role in the global energy …

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