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    • Prolonged Iran conflict to keep commodity markets on edge ahead of FOMC, China data

      Looking ahead, markets will focus on the upcoming policy decision from the Federal Reserve, where rates are widely expected to remain unchanged but updated economic projections will be closely watched.

    • Geopolitical tensions rise, but why aren’t gold prices?

      A combination of stronger dollar and higher inflationary environment in turn leading to probable rise in interest rates by the US Federal Reserve are hindrances for gold prices moving higher, despite the geo-political risk arising out of the war.

    • The Iran War and the return of strategic commodities

      The war with Iran is accelerating a global shift towards strategic stockpiling of oil, metals and minerals, turning commodities into instruments of national power

    • Oil's sudden shock: How a diplomatic standoff turned into a global supply crisis

      Any renewed geopolitical escalation or prolonged disruption to tanker traffic could keep prices elevated, while sustained high oil prices also risk fuelling inflation and increasing diplomatic pressure to restore stability.

    • Oil Shock: India’s Oil Security at Stake | Is an LNG Shock Coming for India? | Commodities with MC

      Escalating tensions in West Asia have triggered a global oil shock, with crude prices surging past $115 and raising fresh concerns over energy supply. Production cuts by Iraq, Kuwait, and the United Arab Emirates have intensified worries about disruptions around the Strait of Hormuz, a key artery for global oil trade. Surabhi Upadhyay speaks with Manisha Gupta on whether India could face an oil or LNG supply shock and how the global energy market may respond if the crisis deepens.

    • Iran war shock sends oil up 30%, pushing prices above $118

      Even if the fighting ends quickly, analysts warn that damage to infrastructure, disrupted logistics and heightened risks to shipping could keep fuel prices elevated for weeks or months, affecting businesses and consumers worldwide.

    • The Hormuz shock: Why a narrow Strait matters for India’s economy and markets

      If Brent crude sustains above the $90 per barrel mark, the implications for India could extend well beyond higher fuel prices. A widening current account deficit, pressure on the rupee, and a potential delay in interest-rate easing could begin to weigh on corporate earnings and market valuations.

    • US-Iran tensions to be in spotlight next week as US economic data looms

      Markets remain fixated on the US–Iran conflict as Trump has vowed to strike “very hard,” while Iran’s president apologized for regional strikes and said Iran would refrain from attacking neighbouring countries “unless attacked first”. Crude oil and aluminum stand to gain most if the conflict deepens.

    • Geopolitical risks, China policy, US jobs data to shape commodity markets next week

      If US labour market conditions remain robust, expectations for a June rate cut may fade further. Conversely, a weaker jobs report could prompt markets to recalibrate rate expectations.

    • US-Iran tensions, tariff fallout and China reopening to shape commodities next week

      On the data front, US weekly jobless claims and Producer Price Index (PPI) figures, along with speeches from several FOMC officials, will be closely watched as investors seek clearer guidance on the timing of the Federal Reserve's next rate cut.

    • Gold, silver ETFs jump up to 4% as precious metals rise: What lies ahead?

      This comes despite a muted sentiment in global commodity prices on a firm dollar ahead of key US inflation data that could influence the Federal Reserve's interest rate-cutting trajectory.

    • Commodities to watch US PCE, FOMC minutes in holiday-shortened week

      Markets will also watch the Supreme Court’s ruling on Trump tariffs scheduled for February 20. The week ahead will be holiday-shortened with potentially thinner liquidity.

    • Warsh pick jolts markets: Dollar nears 98, gold whipsaws 21% then snaps back, oil rebounds above Rs 5,900

      Following a string of labour market reports that largely surprised to the downside, attention now turns to the official non-farm payrolls report due February 11 as significant downward revisions could strengthen the case for future rate cuts.

    • Central banks' gold buying falls 21% in 2025, slips under 1,000 tonnes

      Central banks’ gold purchases fell below 1,000 tonnes in 2025 after three record years, as high prices led to caution.

    • US jobs data in focus this week as policy reset fuels commodity volatility

      Further downside pressure on precious metals may emerge early in the week as higher CME margins come into effect on Monday, February 2.

    • Gold, silver prices crash: Analysts say further near-term correction possible, but long-term bullish trend holds

      Experts advised investors to diversify, avoid panic selling, and eye rebounds from central bank demand.

    • London Metal Exchange trading glitch caps wild week for global metals traders

      Trading pauses or delays are not entirely unheard of across global exchanges.

    • When silver rallies, ETFs tell a different story: A quiet lesson in market structure

      ETFs remain effective instruments when price discovery is orderly. When it is not, outcomes become uneven — even in rising markets. So, participating in a bull market is not only about choosing the right asset. It is also about ensuring that the chosen instrument allows the investor to actually receive the return the asset delivers.

    • Geopolitical risks from Greenland to Hormuz could extend bullion record rally

      With Iran warning that any attack would be treated as “all-out war,” markets remain alert to the risk of disruptions through the Strait of Hormuz, which carries roughly 20% of global crude flows.

    • Gold or silver ETF: Which one should you buy now amid volatility?

      Silver has delivered an exceptional rally of over 200% in the past 12 months, sharply outperforming gold’s 80% rise during the same period.

    • Gold, silver ETFs crash after record rally: Should you buy the dip? Here's what experts say

      The market is divided between those viewing corrections as buying opportunities and those warning of overheated conditions, an analyst said.

    • Gold, silver ETFs surge up to 8% to fresh record highs as precious metals extend bull run: What lies ahead?

      Globally stock markets are down and the flight to the safety of gold is up as there is a risk-off sentiment in response to Trump’s Greenland policy, the threatened tariffs on eight European countries and Europe’s hardening anti-Trump stance.

    • China data, US core PCE and Trump’s Davos remarks to guide commodities next week

      Next week, commodity traders will watch President Trump’s speech at the World Economic Forum in Davos for further policy signals.

    • Will March silver futures fall to Rs 2.5 lakh/kg before hitting Rs 3 lakh-mark? Analysts say short-term consolidation is possible

      The market is technically overextended after a sharp run-up, and short-term consolidation or volatility cannot be ruled out, an analyst said.

    • Hindustan Zinc shares jump 6% as silver futures cross Rs 2.8 lakh/kg; silver ETFs at record highs

      Hindustan Zinc share price: The sharp rise in the precious and industrial metal came after US inflation data boosted hopes for more rates cuts by the Federal Reserve.

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