Recent attacks on Gulf energy infrastructure reveal fundamental structural vulnerabilities in global energy markets. European gas prices spiked 30-35%, Asian benchmarks 40-60%—this is a structural repricing with geopolitical risk premiums likely through 2026. Analysis: https://post.kapualabs.com/t3yj2csr #EnergyMarkets #Geopolitics #LNG #RiskPremium
WTI crude surged 1.9% to $66.43 as markets priced in risk premiums amid rising US-Iran tensions and speculation of imminent US airstrikes, despite ongoing diplomatic efforts.
#YonhapInfomax #WTICrude #USIranTensions #RiskPremium #DonaldTrump #CrudeInventories #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=105909
[New York Oil Price]Is the US Heading Toward All-Out War With Iran—WTI Up 1.9%

WTI crude surged 1.9% to $66.43 as markets priced in risk premiums amid rising US-Iran tensions and speculation of imminent US airstrikes, despite ongoing diplomatic efforts.

Yonhap Infomax
The International Finance Center says the recent sharp decline in the US dollar is excessive, projecting a mixed outlook as global investment banks forecast only a modest 2.7% drop in the dollar index over the next year, with US policy direction and economic indicators remaining key factors.
#YonhapInfomax #DollarIndex #InternationalFinanceCenter #USPolicy #RiskPremium #InvestmentBanks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=66720
International Finance Center - 'Dollar Weakness Overdone—Mixed Outlook Tied to US Policy'

The International Finance Center says the recent sharp decline in the US dollar is excessive, projecting a mixed outlook as global investment banks forecast only a modest 2.7% drop in the dollar index over the next year, with US policy direction and economic indicators remaining key factors.

Yonhap Infomax
#Trump is not going to produce his promised #manufacturing #job #boom in his second term, just as he didn’t in his first term. Instead, he will establish a #Russian-type #riskpremium associated with investing in the #UnitedStates.” substack.com/inbox/post/1...

The Cost of Trump Craziness: T...
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2 Bloomberg: Still, the #riskpremium to hold the 10-year has climbed to the highest in a decade on concern Trump’s unpredictable #tariff #policy will sap #investorconfidence in #US #government #bonds. 🧵
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