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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 […]
[CNBC] Stocks rise on report that the U.S. has sent Iran a plan to end the war: Live updates
[CNBC] Oil prices fall as Iran signals safe passage for ‘non-hostile’ ships through Strait of Hormuz
[Yahoo/Bloomberg] Gold Extends Gains as Reports of Iran War Talks Offer Respite
[CNBC] Iran won’t accept U.S. effort at cease-fire in war, state media reports
[MSN] Iran is ready to end war on Trump's offer but with these five conditions met
[AP] Trump administration offers 15-point ceasefire plan to Iran
[Axios] Iran suspects Trump's peace talk push is another trick
[Yahoo/Bloomberg] Iran Demands Crew, Cargo Details to Send Ships Through Hormuz
[Reuters] US expected to send thousands more soldiers to Middle East, sources say
[Reuters] Western powers were unable to secure shipping in the Red Sea. Hormuz will be harder
[Reuters] Pentagon says it will ramp up war supplies with defense companies
[Yahoo/Bloomberg] US Mortgage Rates Jump Further to Five-Month High of 6.43%
[Axios] Mysterious trading patterns follow Trump into war
[CNBC] Private credit’s ‘zero-loss fantasy’ is coming to an end as defaults and fund exits rise
[Axios] Private credit is looking shakier
[Reuters] US current account deficit contracts sharply in the fourth quarter
[AP] Top central banker thinks businesses may be quicker to raise prices due to Iran war
[Reuters] Taiwan says US has 'high' urgency in speeding up weapons deliveries
[Politico] Trump’s ‘absurdly incoherent’ Iran pleas leave allies befuddled
[Bloomberg] US Import Prices Jumped by the Most Since 2022 Ahead of War
[Bloomberg] Iran’s Potential Peace Negotiator Known for Strongman Approach
[Bloomberg] Asia Braces for Worst-Case Energy Scenarios as Iran War Drags On
[Bloomberg] Europe Faced With Near-Empty Gas Stores Just as War Hits Supply
[Bloomberg] Nations Race to Secure Enough Fertilizer and Prevent Food Crisis
[Bloomberg] Tricolor Implosion Pits Wall Street Against Immigrant Car Buyers
[NYT] In Iran War, Cheap Drones Remain Wild Card
[NYT] What Happened After a U.S. Warship Hit an Iranian Mine in 1988
[WSJ] A ‘Wannabe Strongman’ Rises in Iran as Trump Seeks a Dealmaker
[WSJ] How Americans Are Navigating Higher Energy Costs on Every Front
[WSJ] ECB Would Need ‘Forceful’ Response if Inflation Surges, Says Lagarde
[WSJ] Iran Suspected of Directing Attacks in Europe, Creating Bogus Group to Claim Responsibility
[FT] Iran’s military leaders dismiss Donald Trump’s deal claims
[FT] Hedge fund Caxton extends losses to $1.3bn as Iran war rocks markets
[FT] Christine Lagarde says ECB ready to raise interest rates ‘at any meeting’

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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