Oil & Gold Radio: Hormuz risk, lower oil, and gold under four thousand
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2026/7/1 · 10:21
Oil & Gold Radio: Hormuz risk, lower oil, and gold under four thousand
A calm five-minute briefing on why the Hormuz negotiation window is draining oil's war premium while gold struggles with a stronger dollar and higher-rate expectations.
Episode guide
This five-minute briefing explains why the U.S.-Iran negotiation window is pulling oil's war premium lower while gold struggles with a stronger dollar, higher yields, and fading safe-haven demand. Sources below link to the market coverage and X posts discussed in the episode.
Sources
- Reuters: Oil falls over 1% as markets await outcome of Iran-US talks, US stocks data
- Reuters: Middle East producers push on with oil and LNG loadings despite ship attacks
- Reuters: World shares ease, yields rise as yen hits 40-year low
- Anadolu Agency: Global markets mixed amid US-Iran talks, uncertainty over Strait of Hormuz
- FXStreet / ING: The commodities feed: Oil market shrugs off Persian Gulf escalation
- MUFG Research: Middle East Daily, June 29, 2026
- X post by EndGame Macro on gold, real yields, and war premium
- X post by Naeem Aslam on Doha talks and Hormuz risk
- X post by TreasuryONE on DXY, gold, Brent, and Hormuz
- X post by FXC Academy on H1 gold and Hormuz
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