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The post Oil: Hormuz disruption keeps market strained – Societe Generale appeared on BitcoinEthereumNews.com. Societe Generale’s Michael Haigh and Jeremy Sellem argue that the proposed U.S–Iran ceasefire framework would only gradually restore flows through the Strait of Hormuz, keeping Oil markets tight. They see physical supply normalization pushed into late 2026, with end-user relief in Asia delayed to late October and prices staying above $200/bbl, while backwardation persists through 2027. Tight summer balances and delayed Hormuz normalization “If the 60-day MoU runs its course and the mines are then cleared within 30 days, meaningful flow through the Strait could resume, at best, by late August 2026, but end-user markets, especially in Asia, would only see relief by late October at best, leaving the market tight through peak summer and keeping prices elevated (>$200/bbl) with inventory rebuilding pushed into late 2027. Crude backwardation will be strong and persist through 2027.”
Read full articleIran's blockade plan may escalate regional conflict, disrupt global oil supply, and hinder peace prospects, amplifying Middle East instability. The post Iran plans Strait of Hormuz blockade amid rising regional tensions appeared first on Crypto Briefing.
Geopolitical tensions heighten market volatility, impacting global oil supply stability and complicating diplomatic efforts for resolution. The post Oil prices rise amid US-Iran tensions despite Trump’s negotiation signals appeared first on Crypto Briefing.
The post Indian Rupee: RBI dilemma on rates and FX – Societe Generale appeared on BitcoinEthereumNews.com. Societe Generale analysts note recent relief for the Indian Rupee after aggressive RBI intervention to keep it below 95.00. Focus is on Friday’s policy decision, with a 25 bp hike seen as possible given regional tightening. However, sources suggest the RBI prefers FX operations and inflow measures over rate hikes to support the INR. Policy choice between hikes and FX tools “In EM, the relief for the INR begs the question if the RBI will skip this week’s meeting after intervening aggressively last week to peg the rupee back below 95.00.” “Further, it transferred a record INR2.87tn ($30.1bn) dividend to the government for 2026 but the bond markets opted to ignore it, keeping the 10y IGB yield around 7.00%.” “Focus turns to the rate decision on Friday. A run of record lows for the currency, the rate hike in Indonesia and hawkish shift in South Korea have lowered the bar for the RBI t
The US strikes risk destabilizing global shipping routes and could lead to increased military involvement, impacting regional stability. The post US strikes Iranian military sites, escalating tensions in Strait of Hormuz appeared first on Crypto Briefing.
The post Canadian Dollar: Recession and jobs data weigh against US Dollar – BBH appeared on BitcoinEthereumNews.com. Brown Brothers Harriman (BBH) strategist Elias Haddad highlights that the Canadian Dollar (CAD) underperformed as weaker Oil and an unexpected technical recession hit sentiment. With Q1 Gross Domestic Product (GDP) contracting and labor data showing rising slack, Haddad argues that current Bank of Canada (BoC) hike pricing looks too aggressive and sees scope for USD/CAD to overshoot toward resistance at 1.3930, the January high, as rate expectations adjust lower. Weak growth challenges BoC pricing “CAD underperformed most major currencies last week undermined by a decline in crude oil prices and Canada’s economy unexpected entry into technical recession.” “Canada real GDP fell at an annualized pace of -0.1% in Q1 (consensus and Bank of Canada projection: 1.5%) and the contraction in Q4 was revised 0.4ppt higher to -1.0%. The decline in Q1 GDP may be exaggerated by a surg
Iran's control over the Strait of Hormuz could escalate geopolitical tensions, affecting global energy markets and prompting potential U.S. military responses. The post Iran asserts permanent control over Strait of Hormuz, impacting maritime traffic appeared first on Crypto Briefing.
The post Hormuz traffic nears normal by mid-June, markets show No bias appeared on BitcoinEthereumNews.com. realtime news May 31, 2026 18:03 On a note from mid-June, more ships slip through the Strait of Hormuz as tensions ease and navigation costs show signs of stabilization. Hormuz traffic nears normal by mid-June, markets show No bias Developments The Strait of Hormuz traffic began to normalize as merchant vessels resumed routes, with recent reporting indicating more ships traversing the waterway. Traders on Polymarket have started pricing around the question of whether traffic will return to normal by mid-June, tying the contract to a clear near-term event window. Damn the torpedoes — More ships are quietly slipping through the Strait of Hormuz as helicopters scare off Iran’s fast-attack boats, according to ongoing coverage of maritime traffic and regional tensions. Reports describe a gradual uptick in vessel movements after a period of disruption, with U.S. and a
Escalating US-Iran tensions risk destabilizing the region, potentially leading to broader military conflicts and impacting global energy markets. The post US strikes Iranian targets along Strait of Hormuz amid rising tensions appeared first on Crypto Briefing.
