Does the pricing make sense given that continued uncertainty that you've just highlighted. Yeah, Brent seems to have found a sort of uneasy equilibrium at the moment between 100 and 105. And what's interesting is that its reaction to headlines has been notably dampened over the past few days.Perhaps where we've seen some interesting moves is in the cost of real world cargoes. So we have seen an easing in the premiums for some of those North Sea grades, which have been falling back towards pre-war levels and ...

regulators in China are asking the banks to to pause these new loans to these uh US sanctioned refiners. It was just a few days ago we talked about the the directive was to ignore US sanctions, but now we're seeing this move. How do we interpret that.>> Yeah, it's quite interesting and it's not clear. There are two ways to interpret this. One is perhaps a lack of coordination within the government because China does have a tradition of complying with such sanctions and the the directive earlier to ignore th ...

Jane, our market is under pricing. The risk that Keir Starmer doesn't manage to hold on as prime minister. Well good morning.Certainly if we look perhaps at the gilt market and measure it since the start of this war, we shall see at the long into the gilt market underperforming and part of that part of that risk. PMI, if you like, is the the political uncertainty. Now, if you look at the betting odds and the betting odds for quite a while now have been indicating that the next Prime minister, the next leade ...

Prime Minister Narendra Modi is calling on Indians to hold off on gold purchases for a year as the country grapples with the economic fallout of the ongoing war in the Middle East. That includes weddings, festivals, and family celebrations. And in a country like India, that's not a small ask.Not only is gold central to religious offerings and festivals, it's also the primary way millions of people save and invest. India is the second largest gold consumer in the world, importing over 700 tons last year. It ...

>> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING EVERYONE. I'M FRANCINE LACQUA IN LONDON.PRESIDENT TRUMP AND IRAN HAVE REJECTED EACH OTHER'S LATEST PEACE PROPOSALS TO END THE 10 WEEK CONFLICT. THE PRESIDENT POSTING THE TEHRAN'S RESPONSE TO THE PEACE PLAN IS TOTALLY UNACCEPTABLE. THE WALL STREET JOURNAL SAYS IRAN HAS PROPOSED DILUTING SOME OF ITS HIGHLY ENRICHED URANIUM AND HAVING THE REST SENT TO A THIRD COUNTRY.THE NEWS AGENCY SAYS IRAN DISPUTES THE REPORT S ...

Good morning. It's Monday once again. May the 11th.Here's what's on our agenda. Oil and yields climb again as President Trump rejects Iran's latest offer. Cam Trump's visit to China this week break the deadlock over the Middle East.And gilt markets are watching Prime Minister Starmer today. Can his speech save his job. Okay let's look at these markets Monday morning.No deal over the weekend on Iran. Brent crude is up by nearly 4%. A tech trade does not care.The Colts beat up 4.4%. The semiconductor story ro ...

VONNIE: 5:00 IN NEW YORK CITY, 10:00 IN LONDON. LET'S GET YOU SET UP FOR THE DAY. TOTALLY UNACCEPTABLE, OIL JUMPS AS PRESIDENT TRUMP PROJECTS -- REJECTS IRAN'S COUNTER OFFER FOR A PEACE DEAL.ASIA DIPLOMACY. SCOTT BESSENT KICKING OFF HIS TRIP TO JAPAN AND SOUTH KOREA AHEAD OF THE TRUMP XI JINPING SUMMIT. U.K. PRIME MINISTER KEIR STARMER SET TO DELIVER A MAKE OR BREAK SPEECH TO SAVE HIS PREMIERSHIP.LET'S GET A CHECK ON THE MARKETS AROUND THE WORLD AND WHAT'S HAPPENING FOR THE LAST FEW HOURS. THE LATEST FROM A ...

We'll start there, shall we. The fact that the global equity markets seem unmoved and worried, perhaps by another failure to reach a resolution to the war in the Middle East and bond markets, though, on the other hand, really do seem to. Can we see yields going higher.How do we square this circle. Yet the resilience in European equity markets in particular is quite notable given the jump up in oil prices. But essentially the just the I enthusiasm is kind of so strong that it's kind of adding resilience to o ...

>> LIVE FROM LONDON, YOUR TOP STORIES. TOTALLY UNACCEPTABLE. PRESIDENT TRUMP'S WORDS AS THE WHITE HOUSE REJECTS THE LATEST PEACE PROPOSALS.BEIJING GIVES THE GREEN LIGHT AS IT CONFIRMS DONALD TRUMP WILL VISIT CHINA LATER THIS WEEK. KEIR STARMER IS TO GIVE A MAKE OR BREAK SPEECH LATER WITH POLITICAL RIVALS CIRCLING TO OUST HIM FROM THE TOP SPOT. A VERY GOOD MORNING.WELCOME TO A NEW WEEK. THIS IS THE PICTURE FOR MARKETS THIS MONDAY MORNING. STOCKS IN ASIA RESPONDING TO THE AI TRADE.THE LACK OF A PEACE DEAL THA ...

>> GOOD MORNING, THIS IS "HORIZONS MIDDLE EAST AND AFRICA." PRESIDENT TRUMP AND IRAN REJECT EACH OTHER’S PEACE PROPOSAL, THREATENING A FRAGILE CEASEFIRE. BEIJING CONDITION FIRMS TRUMP’S STATE VISIT THIS WEEK, GREEN LIGHTING THE FIRST U.S. OFFICIAL TRIP TO CHINA IN NEAR LAY DECADE. SAUDI ARAMCO WARNS OF A LONG DISRUPTION OF FUEL BECAUSE OF THE IRAN WAR.HAPPY MONDAY EVERYBODY. OVER THE WEEKEND WE WERE ANTICIPATING A RESPONSE THOUGH U.S. PROPOSAL THAT WAS PUT FORWARD TO THE IRANIAN SIDE LAST WEEK WHO INDEED GO ...