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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53 stories for“market analysis”
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

The IEA expects global electricity use to grow 3.6% in 2026 and 3.8% in 2027. Cooling, industry, EVs and data centers are turning power capacity into an economic constraint.
Aug 2, 2026

The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026

Houthi attacks on shipping have rerouted global trade around Africa, and Gulf importers are absorbing the fallout in freight rates and delivery times.
Feb 5, 2024

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

Gold-linked assets climbed after the Federal Reserve held rates steady, but the next move still depends on yields, the dollar and central-bank demand.
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 reported plan to place FIFA media, sponsorship and tournament assets in a new subsidiary raises major questions about money and control.
Jul 30, 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

The IMF still sees 3% global growth in 2026, yet that headline hides a widening gap between technology-linked winners and economies squeezed by war and energy costs.
Jul 31, 2026

After two years of shocks, Gulf dining is rebuilding around homegrown brands and confident local concepts rather than imported franchise names.
May 19, 2026

Houthi claims against two Saudi tankers have exposed the weakness in plans to bypass Hormuz, sending Brent higher as two vital shipping routes face risk.
Jul 23, 2026

A war that closed the Strait of Hormuz and hit every GCC state should have broken the region's economics. Reserves and diversification kept it standing.
Jul 16, 2026

Shipping, insurance and construction costs are all higher because of the Iran conflict. Saudi Arabia and the UAE are pressing ahead with project awards anyway, and the reasoning is deliberate.
Aug 4, 2026
