🛢️ **Oil above $100 is becoming a major market story again.**
Brent crude settled around **$105.68 a barrel** after renewed concerns about Middle East energy supplies.
The ripple effects are spreading across markets:
📈 Oil prices are fueling inflation concerns 📈 Bond yields are moving higher 💵 The U.S. dollar is trading near a two-week high 🥇 Gold recently fell to its lowest level in more than a month
This is a reminder that energy markets don’t operate in isolation.
A sustained oil shock could influence everything from central-bank policy and currencies to corporate margins and consumer spending.
For investors, **oil may be one of the most important macro indicators to watch right now.**
The Bloomberg Commodity Index is near 15-year highs as energy, metals and agricultural prices rally together. Bloomberg strategist Simon White warns sustained commodity inflation could squeeze margins and weigh on equities. #Commodities#Stocks#Inflation
India’s steelmakers face a fresh cost squeeze as Australian premium coking coal prices surge 25%. India imports up to 95% of its met coal needs, leaving mills highly exposed to global supply disruptions. #India#Steel#Coal#Commodities
Copper’s historic LME squeeze is easing after Trafigura and other traders delivered 20,000+ tons into warehouses. The cash/3-month backwardation plunged from $545 to $248 a ton, but global supply constraints remain unresolved. #Copper#LME#Commodities
U.S. copper imports topped 200,000 tonnes in July, pushing domestic stockpiles past 1 million tonnes as traders front-run possible tariffs. Meanwhile, LME stocks have fallen for 42 straight sessions, tightening supply elsewhere. #Copper#Commodities#Tariffs
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