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This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
[Reuters] Wall St Week Ahead US jobs data to give economic view for war-gripped markets
[Reuters] One month into Iran war, only hard choices for Trump
[Axios] Consumers caught in triple stack of pain
[Yahoo/Bloomberg] Iran War Leaves Global Economic Leaders Searching for Answers
[CNBC] How the big oil and gas CEOs think the Iran war supply disruption will play out
[Reuters] AI deepfakes blur reality in 2026 US midterm campaigns
[Bloomberg] Why Private Credit Is Facing a Sudden Investor Exodus
[Bloomberg] Houthis Join War as Iran Retaliates Over Atomic Site Attacks
[NYT] The Oil Shocks of the ’70s Changed the World. Will the Iran War Do the Same?
[NYT] Wild Ultimatums and ‘Bombing Our Little Hearts Out’: A Portrait of Trump at War
[WSJ] The Other Markets Being Rattled by the Blockage of Hormuz
[WSJ] Israel Is Rationing Its Best Interceptors—and Iran’s Missiles Are Getting Through
[FT] Houthi missile attack signals ‘serious’ escalation in Iran war
[FT] How long can Iran keep firing missiles?
[FT] Lex in depth: Will the AI data centre boom become a $9tn bust?

This week’s McAlvany Weekly Commentary covers a sharp temporary drop in gold as tightening liquidity pressures force selling across the system. David also looks at the energy shock now hitting Asia and Europe, with prices rising 35% to 140% in key areas. He explains why this dramatic counter-trend move in the metals may actually reinforce […]
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