Macro news — 21/07/2026
China's top banks order retail gold traders to exit positions by July 24.
reddit.comBitcoin ETFs notch a five-day inflow streak, the longest since May.
cointelegraph.comUkraine strike on Caspian pipeline aims to destabilize global oil markets, Kremlin says
x.com +1US-Iran strikes continue for a 10th day as Houthis escalate and truce talks stall.
cnbc.com +7Pentagon requests $80B for Iran war costs as Hegseth heads to Capitol Hill hearing
x.comInflation fears resurface as Middle East conflict keeps oil prices elevated
cnbc.com +1Tanker crew abandons ship after projectile strike in Strait of Hormuz, UKMTO reports
x.com +3US floats unprecedented options to disarm Hezbollah, WSJ reports.
x.comIranian official alleges US strike hit a civilian site near Abdanan, casualties unconfirmed.
x.comOil surge and hawkish tone from Trump's new Fed Chair spark rate-hike bets, pressuring gold.
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.