With geopolitical risks left and right, plus the additional strain of cyberattacks, it's far from business as usual for UK business. Get The Readout with @AllegraStratton https://t.co/H3pShdeZv7 ...

Group 1: Gold Price Surge - Gold futures reached a new high of over $3,800, driven by investor demand for safe-haven assets [1] - The real gold price, adjusted for inflation, hit a record high for the first time since 1980 earlier this month [3][4] - Deutsche Bank analysts predict gold prices could exceed $4,000 by year-end, indicating a potential full-year return of over 50% [1] Group 2: Investment Drivers - Investors typically purchase gold as a hedge against inflation and economic uncertainty due to its value retention capabilities [3][14] - Despite gold's rise, major stock indexes have also reached record highs this year, reflecting a bullish sentiment in the stock market [3] - Factors contributing to gold's price increase include anxiety over tariffs, high interest rates, a weaker US dollar, potential government shutdowns, and a slow labor market [9] Group 3: Central Bank Activity - Central banks globally have been increasing their gold reserves amid geopolitical crises, such as the Russia-Ukraine war and the conflict in Gaza [10] - A World Gold Council survey indicates that 85% of central bankers view gold's performance during turbulent times as relevant to their portfolios, with 71% considering it a hedge against geopolitical risks [11] - The survey also revealed that 95% of central bankers expect global gold reserves to rise this year [11] Group 4: Interest Rates and Gold Appeal - The Federal Reserve's recent interest rate cut is expected to make gold more attractive, as lower rates typically lead to lower Treasury yields [15][16] - As gold does not pay interest, a lower interest rate environment enhances its appeal as an investment [16]

A looming oversupply of crude oil is going to cause prices to take a dive as the world moves on to alternatives to hydrocarbons and economic growth remains weak. This has been the message from virtually every price forecaster for months. Yet benchmark oil prices have remained remarkably stable. Some call it a mystery. Yet there is nothing mysterious about it. Forecasts do not reflect real-life supply and demand. “There is a bit of a mystery,” Vikas Dwivedi, global energy strategist at Macquarie, told the ...

And the Federal Reserve’s interest-rate cut this week has all but cemented confidence on further gains into the year end. It’s long been a somewhat unseemly fact about financial markets: They, and the humans who make them whir, must be dispassionate when it comes to the affairs of the world. Most Read from Bloomberg Take the state of play right now: Equities are at record highs after a rally that added $16 trillion in market value this year, oil is near the lowest levels of the last four years, and ris ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Key Takeaways Arch Capital is seeing consistent premium growth supported by organic business drivers.Rate increases, new inflows and disciplined underwriting sustain momentum in P&C lines.Geopolitical risks and weaker investment returns pose challenges to ACGL.Shares of Arch Capital Group Ltd. (ACGL) are trading at a discount compared to the Zacks Property and Casualty Insurance industry. Its price-to-book value of 1.47X is lower its 5 year Median of 1.65 and the industry average of 1.54X. The insurer has a ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments in complex instruments like cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about high-risk financial instruments, including cryptocurrencies and CFDs, which are complex and can lead to significant financial losses [1]. - It highlights the necessity for users to understand how these instruments work and the associated risks before investing [1]. - The content warns that the information may not be real-time or accurate, and prices may be provided by market makers rather than exchanges [1].

Holly Newman Croft. Welcome back, Holly. Good to have you.Thanks. Good to be here as always. It's quite a setup for Fed day with the stock market at record highs, the 10-year yield back down to 4%, gold up 40% into the year.H how do you view the risk award into the Fed. I think what's really interesting is how the shift in focus from the market has been on inflation and what the Fed's going to do to now a weakening labor market in a slowing economy and what the Fed is going to do. The bond market is telling ...

October WTI crude oil (CLV25) on Wednesday closed up +1.04 (+1.66%), and October RBOB gasoline (RBV25) closed up +0.0155 (+0.78%). Crude oil and gasoline prices settled higher due to an escalation of geopolitical risks in Europe after Poland shot down drones that crossed into its territory during Russia's latest air strike on Ukraine, calling it an "act of aggression."  Crude prices rose on Wednesday despite a bearish EIA inventory report that showed weekly crude supplies unexpectedly expanded and gasolin ...

Group 1 - The dollar index (DXY00) decreased by -0.16% after bond yields fell due to a weaker-than-expected US August PPI report, reinforcing expectations for at least a 25 basis point rate cut by the Fed at the upcoming FOMC meeting [1][4] - The dollar's upside is limited by increased expectations for Fed easing through year-end and concerns over Fed independence, which may lead foreign investors to sell dollar assets [2] - The US final-demand August PPI rose by +2.6% year-on-year, down from +3.1% year-on-year in July, which was below the expected +3.3% year-on-year [3] Group 2 - Markets are currently pricing in a 100% chance of a -25 basis point rate cut and a 14% chance of a -50 basis point rate cut at the upcoming FOMC meeting on September 16-17 [4] - Following the anticipated -25 basis point cut at the September meeting, markets are discounting a 76% chance of a second -25 basis point cut at the October 28-29 meeting, leading to an overall -74 basis point reduction in the federal funds rate by year-end [4] Group 3 - The EUR/USD pair recovered by +0.15% after the dollar's retreat, influenced by the weaker-than-expected US August PPI report [5] - The euro faced initial pressure due to geopolitical risks in Europe, particularly after Poland shot down drones from Russia, which was labeled an "act of aggression" [5]