Capital goods podcast series

Oil reached a fresh yearly high as US-Iran tensions intensified, with Washington boosting military presence while leaving room for negotiations. Markets rallied after Trump suggested a 10–15 day window for a deal, though speculative positioning remains measured, with strong demand for high-strike call options signaling limited expectations of a major…

Oil markets continue to gyrate as shifting signals from Washington and Tehran fuel uncertainty ahead of the next round of nuclear talks in Oman. Mixed rhetoric from both sides has left Brent caught between easing risk premium and renewed geopolitical tension, with traders closely watching for clearer direction. Please note:…

Oil prices softened into the end of last week following talks between the U.S. and Iran, which were described by both sides as constructive. While the meeting has eased immediate fears and pushed Brent back to around $67/b from recent highs near $70/b, markets remain cautious given the long road…

Brent surged above $70/b last week, nearing $72/b, as markets priced in the risk of U.S. military action against Iran. Sentiment has since cooled after confirmation that talks are under way, with prices easing back toward $65/b. While the immediate risk premium has faded, uncertainty around the outcome of negotiations…

Brent crude has climbed above $66/b this morning, its highest level since Iran-related tensions peaked earlier this month. The rally reflects renewed geopolitical nervousness and a series of supply-side disruptions, prompting markets to price in a higher short-term risk premium. Please note: this podcast is provided for information purposes only…