Macro news timeline
The events that mattered for gold, BTC and forex, distilled from thousands of headlines a day. This is what happened — not what to do about it.
New CPC pipeline attacks risk longer-term disruption, cutting oil flows from Kazakhstan
x.com +1Houthis declare sea navigation ban on Saudi Arabia, raising Gulf security risk
x.com +2Pakistan and Qatar propose Iran, US return to talks, hinting at de-escalation.
x.comMediators propose Iran and US revert to pre-July 9 positions, easing tensions.
x.comMorgan Stanley says over half of Russia's refining capacity offline after Ukrainian strikes.
x.comUS-Iran conflict enters ninth day as oil climbs above $90, stoking geopolitical risk.
x.com +4US crude supply falls to just 43 days' worth, the lowest in 45 years.
x.comAndy Burnham set to become UK's seventh PM in a decade, markets watch for policy risk.
x.com +1Vessel struck by a projectile is adrift off Oman, UKMTO reports, stoking Gulf shipping security fears.
x.comIran keeps signaling willingness to negotiate, Rubio says
x.comCPC suspends oil loadings after drone strikes on tankers, supply risk rises
x.comChinese traders unwind leveraged bets at fastest pace since 2015 on AI bubble fears.
x.comFew tankers entering Hormuz to load oil as floating LNG storage builds amid tensions.
x.comMarkets brace for all-out Iran war as US death toll climbs; ex-NATO chief flags Suez Canal risk.
reddit.com +3South Korea's KOSPI plunges 4% amid broad market selloff
x.comMassMutual reportedly holds $110B exposure to the collapsing private credit market.
reddit.comIran's Revolutionary Guards warn Hormuz stays unsafe for oil shipments while US strikes continue.
x.comIran's Guards say two oil tankers were bombed in southern Strait of Hormuz.
x.com +1Gold falls as higher-for-longer rate expectations firm up
x.comFire breaks out on vessel transiting Strait of Hormuz, UK maritime agency says
x.comExplosions reported over Kuwait skies amid new Iranian missile launches.
x.com +2Trump confirms US struck Iran hard again overnight, escalating the conflict.
cnbc.com +7Residents report hearing several explosions in southern Iran's Sirik
x.comExplosions reported in Iran's southeastern Chabahar, Mehr News says.
x.comExplosions reportedly heard near Iran's Bandar Mahshahr and Imam Khomeini oil ports
x.comTasnim reports blasts near Iran's Mahshahr and Imam Khomeini ports
x.comOil jumps as US-Iran tensions escalate, WTI crude pushing toward fresh highs.
cnbc.com +5Andy Burnham, dubbed 'King of the North', becomes UK PM, pledging to 'rewire Britain'.
x.comIran accuses US of a dangerous strike on the Darquoin power plant facility.
x.com +1Iran-aligned Iraqi militia threatens to resume attacks on US interests
x.comThis timeline is what happened. What it means for your positions — the direction, the levels, what would prove it wrong — is in the analysis, delivered privately on Telegram.