Workflow
Political Risk
icon
Search documents
汇丰:贵金属_风险缓解,黄金随石油下跌;或现应激性反弹
汇丰· 2025-06-30 01:02
Precious Metals Precious Metals Daily Commodities Gold slides with oil as risks ease; knee Global -jerk bounce likely James Steel Chief Precious Metals Analyst HSBC Securities (USA) Inc. james.steel@us.hsbc.com +1 646 867 5600 Precious metals overview | | | Gold | Silver | Platinum | Palladium | | --- | --- | --- | --- | --- | --- | | prices USD/oz | AM fix | -- | -- | -- | -- | | | PM fix | 3,302.50 | 36.06 | 1,304.00 | 1,071.00 | | | Spot | -- | -- | -- | -- | | EFPs | Current | -- | -- | -- | -- | | Nyme ...
恐慌之后_石油、航运及中东紧张局势仍释放的信号
2025-06-30 01:02
Japan | Transportation Equity Research June 24, 2025 CALL Wednesday, June 25 – Global Shipping & Oil Webcast Webcast: After the Scare: Oil, Shipping & What Middle East Tensions Still Signal. After last week's flare-up in the Strait of Hormuz triggered a spike in energy volatility and tanker chatter, geopolitical risk premium has partially unwound following the ceasefire agreement between the US and Iran. But is this truly the end of the story, or just the calm before another storm? **Wednesday, June 25, at ...
汇丰:中东冲突_对石油、市场、经济、股市等的看法
汇丰· 2025-06-27 02:04
Conflict in the Middle East Multi-Asset Views on oil, markets, economics, stocks and more Escalating risks US strikes on Iranian nuclear sites have further intensified the conflict in the Middle East and will add to uncertainty to global economies and markets. For easy reference, we bring together recent reports, podcasts and videos from Global Investment Research across asset classes and geographies. Please also join one of our upcoming webcasts answering questions about the conflict in the Middle East. Ir ...
4 Popular Dividends For The Geopolitical Conflicts Unfolding Now
Forbes· 2025-06-26 12:50
Military Mission at twilightgettyLet’s talk about oil and gold dividends. Whether or not the new peace in the Middle East holds, there are some high-quality dividends worth owning anytime. These generous payers (up to 8%!) provide peace of mind just in case the geopolitical Jenga set gets knocked loose again.We’ll start with crude, which had rallied to one-year highs. I was originally going to advise not chasing the “Strait of Hormuz” oil rally. Futures indicated (and still do) that lower prices are likely ...
The Asia Trade 06/26/2025
Bloomberg Television· 2025-06-26 07:31
THIS IS THE ASIA TRADE. HAIDI: THE TOP STORIES THE SOUR, A CAUTIOUS OPEN AHEAD FOR ASIA AS WALL STREET'S RALLY SHOWS SIGNS OF FATIGUE AMID CHEAP POLITICAL RISKS. THE U.S. YIELD CURVE STEEPENING.THE NATO SUMMIT GIVES TRUMP A WIN ON DEFENSE SPENDING AS HE DECLARES THE LATEST MIDDLE EAST CONFLICT OVER AND FLAGS MEETING SOON WITH IRAN. WE WILL HEAR FROM CATL'S CHIEF MANY FRACTURING OFFICER ABOUT THEIR PUSH TO PRIORITIZE OVERSEAS EXPANSION. WE TALK AI WITH THE FOUNDER OF ONE OF CHINA'S LITTLE DRAGONS.ASIA TECH W ...
“Some people still feel the dollar is highly valued.”
Yahoo Finance· 2025-06-25 21:30
explain to me why we have seen in the last few months weakness in the dollar. That's a that's a great question and of course the Treasury Department has the job of is responsible for the role of the dollar. I don't know.I think the I would go back to the thought that markets have been digesting an unusually challenging set of circumstances and have have reacted the way they've reacted. The dollar is kind of stabilized now. In fact, it's moved back up here in in the last couple of weeks a bit.And you know, t ...
高盛:全球经济-评估中东战争的经济影响
Goldman Sachs· 2025-06-25 13:03
Global Economics Comment: Assessing the Economic Impacts of the War in the Middle East (Briggs/Peters) 23 June 2025 | 9:33AM EDT Assessing the Economic Impacts of the War in the Middle East +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LLC Megan Peters +44(20)7051-2058 | megan.l.peters@gs.com Goldman Sachs International c45a43530f604d12bcb9a82b5aa6b9f ...
Trump’s Iran-Israel Truce Gains Ground | Balance of Power: Early Edition 6/24/2025
Bloomberg Television· 2025-06-24 19:39
>> THERE YOU HAVE IT, THE GAVEL DROPS ON THE FIRST DAY OF TESTIMONY, DAY ONE OF TWO ON CAPITOL HILL THIS WEEK FOR FED CHAIR JAY POWELL. CONGRESSMAN FRANK LUCAS WRAPPING THINGS UP FOR US THERE. SEVERAL HOURS OF TESTIMONY.WE BROUGHT IT TO YOU LIVE HERE. I’M JOE MATHIEU IN WASHINGTON ALONGSIDE KAILEY LEINZ AS WE GET THINGS STARTED HERE ON THE TUESDAY EDITION OF "BALANCE OF POWER." THE FED CHAIR MADE IT CLEAR HE’S NOT READY TO LOWER RATES. CARO KAILEY: HE’S NOT MAKING ANY NEWS ON THE TRAJECTORY, REITERATING HE’ ...
Clearview's Kevin Book weighs in on crude oil falling on Iran-Israel ceasefire
CNBC Television· 2025-06-24 18:00
For a second straight day, we're below $65 a barrel after the ceasefire uh quote unquote in the Iran Israel conflict. As I mentioned, it's down about 14% the past two days. Does that make the sector more or less attractive to long-term investors? Here with his thoughts is Kevin Book. He's managing director of research at Clear View Energy Partners. Kevin, it's good to see you and and you can kind of start where you'd like, but anytime in the past few days, we've seen oil behave um more positively. People go ...
NBR Stock Down 56% in a Year: Should Investors Hold or Move On?
ZACKS· 2025-06-24 13:06
Key Takeaways Nabors' U.S. Drilling EBITDA fell to $92.7M in Q1 2025, with daily margins pressured by rising rig churn. NBR halted Russia's operations, faces delays in Mexico and holds 20% of rigs in volatile global markets. High debt, weak free cash flow and SANAD reliance amplify risk as capex and integration costs climb.Nabors Industries Ltd. (NBR) , one of the largest land-drilling contractors in the world, conducts oil, gas and geothermal land drilling operations. NBR stock has declined sharply, down ...