Oil, gas, power markets and the utilities caught between them.
127 report(s) in the archive
Bank of England's Lombardelli flagged rising odds of a rate hike while Sweden's Riksbank held rates but pointed to hikes later this year.
Bank of England policymaker Clare Lombardelli said the odds of a rate hike are rising as oil prices stay elevated, while Sweden's Riksbank held its rate at 1.75% but signaled hikes later this year.
Gold steadied after a selloff even as stronger U.S. data and rising oil prices raised bets on a Federal Reserve rate hike.
Australian shares fell to their lowest level in more than three months on September 23 as an oil price rally revived worries that inflation could force the Federal Reserve to raise rates again.
Lawmakers from both parties say the diesel export restriction meant to secure US fuel supply is instead pushing heating-oil prices higher just as winter demand approaches.
Senators from both parties have asked the Trump administration to release emergency heating-oil supplies after the diesel export ban, intended to keep fuel at home, coincided with rising prices ahead of winter.
Crude fell on rising Gulf supply and hopes for renewed US-Iran talks, while gold benefited from the same news as investors dialed back Fed rate-hike worries.
Oil dropped on increased Gulf supply and hopes for US-Iran talks, and gold rose as the same easing of tension reduced fears of a Federal Reserve rate hike.
Analysts say the tech-heavy index's climb is being underpinned by improving fundamentals, not just momentum, even as crude prices fall.
The Nasdaq closed at a record in the September 22 session as oil prices slipped, with some analysts arguing the rally is fundamentally supported rather than a stretched melt-up.
The East-West Pipeline resumed flows after drone attacks, easing a supply squeeze that had pushed diesel refining margins higher across Europe.
Saudi Arabia's East-West Pipeline has restarted after drone strikes knocked it offline, and European diesel margins climbed in the days the line was down.
Lockheed Martin, RTX and Boeing fell even as RTX sits on a record $289 billion order backlog.
Lockheed Martin and RTX each dropped 3% and Boeing declined after a report that the Strait of Hormuz could reopen, which also sent oil prices lower.
Treasury yields and oil both fell as traders looked ahead to a Trump-Xi meeting, giving risk assets room to run.
The Nasdaq touched an intraday record on September 22 as technology shares recovered lost ground while Treasury yields and oil prices both eased.
An estimated $1 trillion in committed AI infrastructure spending is running into a US energy buildout that takes roughly three years to catch up.
Roughly $1 trillion in committed AI data center spending is colliding with US power infrastructure that industry estimates say needs about three years to expand.
An easing oil slide reduced inflation worries even as crude itself ticked higher on the same Iran diplomacy story.
Gold gained as a slowdown in oil's decline eased inflation concerns, while oil itself edged up on hopes for U.S.-Iran talks and steady Saudi supply flows.
Sterling slipped against the dollar as oil prices and rate-hike bets combined to support the greenback.
The dollar gained against sterling as traders increased bets on further Federal Reserve tightening, according to Investing.com.
Investors demanded firmer sales targets and got an admission from the CEO that the drug pipeline is the company's main problem.
Novo Nordisk's stock fell sharply after its CEO conceded the pipeline is the company's central weakness and investors pushed back on the sales targets management offered.
The STOXX 600 and FTSE 100 both gained as easing oil prices, tied partly to Iran diplomacy hopes, calmed investor nerves.
Europe's STOXX 600 climbed on a tech-sector rally while a retreat in oil prices, helped by hopes for Iran diplomacy, reduced pressure on the broader market, and London's FTSE 100 rose on the same oil relief.
Crude fell even as Houthi rebels claimed strikes near the Saudi capital, with traders instead focused on diplomatic signals from Washington and Beijing.
Oil extended its decline in the September 20 session on hopes for U.S.-Iran diplomacy, even as flames and smoke were reported near Riyadh's airport following claimed Houthi attacks.
Iran's central military command flagged renewed concern about US strikes, adding a fresh geopolitical risk factor for oil and defense markets.
Iran's central military command said it believes the United States is preparing to resume military attacks, a statement that raises geopolitical risk heading into the new trading week.
A refinery hit deep inside Russia adds a new supply risk just as diesel prices in the US were already flagged as an inflation threat.
Diesel prices have hit record levels and are already pressuring the economy, and a new Ukrainian strike on a major Moscow-area refinery raises the risk that global diesel supply gets tighter still.
An agreement signed with Venezuelan official Delcy Rodriguez opens a path for the French oil major to resume operations in the sanctioned country.
TotalEnergies signed an agreement with Venezuela's Delcy Rodriguez that sets the stage for the French company's return to operations in the country.
Processing capacity, not oil in the ground, is emerging as the constraint on how much fuel reaches the market.
Refining capacity has become the binding constraint on global energy supply even as crude output holds up.
The ECB's Vujcic pushed back on oil-driven rate-hike bets while Barclays still expects the Bank of England to raise rates in November.
European Central Bank (ECB) policymaker Boris Vujcic cooled market bets that oil prices would force more rate hikes, even as Barclays maintained its call for a Bank of England (BoE) hike in November and warned a wider Middle East conflict could push rates higher still.
JPMorgan says it has no clear endgame for the market as Saudi Arabia reroutes exports through the Strait of Hormuz after its East-West pipeline shut down.
JPMorgan has abandoned its baseline view on oil markets as the Iran conflict continues, while Saudi Arabia pushes more crude through the Strait of Hormuz because its East-West pipeline is offline.