Gold's Calm Second Half Is Hiding a Wide Risk Map
The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

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The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

Tighter LNG supply is reducing gas demand, but the deeper risk runs through electricity, industry, fertilizer and food prices. Energy security is becoming economic security.
Jul 31, 2026

After a record above $5,500 and a violent retreat toward $4,000, gold's outlook depends on interest rates, the dollar, geopolitical risk, Asian demand and central-bank buying.
Jul 25, 2026

A risk-off session in Dubai and Abu Dhabi shows how conflict, oil, aviation and investor confidence can move Gulf markets in different directions at once.
Jul 24, 2026

The temporary loss of major Gulf LNG volumes sent gas prices sharply higher. Power systems able to switch fuels, store energy and shift demand handled the shock better.
Aug 2, 2026

Crude shipments through the Gulf have recovered sharply, yet refineries and fuel supply remain constrained. That gap explains why cheaper oil may not quickly reach consumers.
Jul 31, 2026

Twenty announced transactions are waiting for permission to happen. The delay is not bureaucratic sloth, it is three separate review regimes that did not exist in this form a decade ago.
Aug 15, 2026

WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
Euro-area mortgage demand fell sharply in the second quarter, and banks expect another decline. Energy performance is increasingly separating easier and harder financing.
Aug 2, 2026

Profit rose 29 percent as Hormuz disruption pushed crude to $108 a barrel in the second quarter. The number says more about the strait than about the company.
Aug 6, 2026

Weaker dividend income, higher operating costs and a bigger tax line pushed the Saudi investment house lower in the first half. Each of those pressures applies well beyond one company.
Aug 7, 2026

Non-oil activity reached 79.4 percent of national output in the first quarter, growing at 4.8 percent while the overall economy grew 3. The gap between those figures is the story.
Aug 6, 2026

Hiring is building across technology, finance, healthcare, logistics, real estate and construction. What has changed is not which sectors are recruiting. It is what counts as evidence on a CV.
Aug 18, 2026

Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.
Aug 2, 2026
