GOLDGold
Gold (GOLD) is a COMEX-listed commodity covered by Valdrans. Last close $4211.90, -0.20% on the day; +0.86% over 1 week, -3.77% over 4 weeks, -12.71% over 6 months (prices as of 11 Oct 2026).
- Last close (11 Oct 2026)
- $4211.90
- Today
- -0.20%
- 1 week
- +0.86%
- 4 weeks
- -3.77%
- 6 months
- -12.71%
Coverage of GOLD(20)
Rubio says Iran declined multiple nuclear deal opportunities; no market moves reported
US Secretary of State Marco Rubio stated on 7 October 2026 that Iran had declined multiple opportunities to reach a nuclear agreement. No price movements in any instrument were attributed to the remarks in the source cluster.
Saudi-backed Yemen government launches full-scale offensive against Houthi forces
Yemen's internationally recognised government launched a comprehensive military campaign targeting all Houthi-controlled areas, as reported on 4–5 October 2026. Saudi Aramco and Equinor were mentioned in connection with the event; no concrete price movements were reported in the source clusters.
France-Germany 10-year bond spread hits widest level since 1990
The France-Germany 10-year government bond spread reached its widest point in Bloomberg records back to 1990; the euro fell to a 16-month low against sterling and EUR/CHF tested 0.9300 from recent support near 0.9475–0.9480; Societe Generale and Deutsche Bank each declined more than 5% on 7 October.
Gold holds above $4,000 amid competing demand and yield pressures
Gold spot prices remained above $4,000 per troy ounce in September 2026, supported by central bank purchases, Chinese buying, and ETF inflows, while the stronger US Dollar Index and rising long-dated bond yields acted as concurrent headwinds.
RBA raises cash rate 25bp to 4.6%; Australian dollar falls to 0.6999
The RBA unanimously raised its cash rate by 25 basis points to 4.6% on 29 September 2026, its highest since 2011. AUD/USD traded near 0.6999 following the decision, while the US dollar strengthened against six of seven major currencies tracked.
US municipal bonds post worst monthly loss in nearly two decades, September 2026
US municipal bonds recorded their worst monthly performance in nearly two decades in September 2026, with MUB and VWAHX registering losses consistent with the broader selloff; UK gilt yields reached 6% for the first time since 1998 and the US 10-year Treasury yield rose to its highest level since 2002.
Dated Brent tops $120 as Hormuz drone attacks and China export curbs tighten physical oil
Dated Brent traded above $120/bbl on 2 October 2026, over $19 above ICE Brent futures (LCO) near $101. Drone attacks in the Strait of Hormuz, China's refined product export restrictions, and European diesel stock releases were reported as contributing factors.
Iran proposed Hormuz reopening in seven days if US lifts blockade
Iran conveyed a conditional proposal to reopen the Strait of Hormuz within seven days, with seven conditions, during UN General Assembly discussions on 22–23 September 2026. Brent crude and WTI are directly linked to Hormuz transit volumes, which carry approximately 20% of global daily oil supply.
RBNZ warns inflation may exceed forecasts; October rate rise flagged
The Reserve Bank of New Zealand stated on 22 September 2026 that near-term inflation may surpass its latest forecasts, citing rising oil prices, and raised the possibility of an additional interest rate increase as early as October.
JPMorgan flags 10 mb/d supply disruption; Brent rises to $105.65
JPMorgan reported approximately 10 million barrels per day of oil supply as disrupted six months into the Iran conflict, citing Strait of Hormuz restrictions. Brent crude rose to $105.65 per barrel on 25 September from $102 earlier in the week, while WTI stood at $93.11.
Houthis seize Hanish islands, extending Red Sea chokepoint control
Houthi forces captured the Greater and Lesser Hanish islands on 15 September 2026, extending their hold over the Bab al-Mandab strait. Saudi Arabia had already increased use of its East-West pipeline for crude exports; a vessel strike near Hormuz was reported by UKMTO on 13 September 2026.
Houthi forces capture Mocha port, securing Red Sea chokepoint control
Houthi forces seized the Red Sea port of Mocha on 11 September 2026 and were reported by Finnhub to have secured control of the Bab al-Mandeb Strait; the strait carries approximately 6.2 million barrels of oil daily and around 80% of northbound LNG shipments to Europe.
Brent crude surpassed $100/barrel amid US-Iran strikes and Red Sea disruptions
Brent crude rose above $100/barrel before falling more than 9% to below $88 following a US military pause, then recovered to $87.95; WTI moved to $84 at peak and settled at $82.89. The S&P 500 fell 1.52% and semiconductor stocks fell 5.33% in a session also capturing the escalation.
US strikes Iran; LNG vessel hit as Hormuz shipping disruptions worsen
A US-owned LNG vessel was struck during a reported exchange of hostilities on 30 July 2026, following new US strikes on Iran attributed to attacks on US forces in Jordan; Saudi Arabian and other Persian Gulf oil loadings were already running at reduced levels prior to the incident.
US-Iran mutual strike pause confirmed; Brent and WTI directly affected
A US-Iran mutual cessation of strikes was confirmed as of 27 July 2026, with no attacks reported in the two preceding nights. Brent crude and WTI were identified by the brief as directly affected by the status of the Strait of Hormuz, through which a significant share of global oil exports transit.
US strikes IRGC sites after Iran kills three US soldiers in Jordan
Iran struck US installations in Jordan on July 28, killing three soldiers; the US retaliated on July 29 against dozens of IRGC facilities. WTI crude fell approximately $1 at the time of the US military confirmation.
Rio Tinto profit up 43%; Glencore trading division earns $2.9bn in H1 2025
Rio Tinto (RIO) reported a 43% H1 2025 profit increase and Glencore (GLEN) reported $2.9bn in trading division revenue, with both companies citing elevated commodity prices and geopolitical uncertainty as contributing factors.
Trump signals imminent Iran strike; crude rises to $91, NASDAQ falls 364 points
Crude oil rose $2.60 to $86.94 on 22 July 2026 following Trump statements on Iran, before trading near $91 on 23 July; the NASDAQ fell 364 points in premarket trading on 23 July as tensions escalated. Iran rejected a US-backed ceasefire proposal, leaving negotiations stalled ahead of the 26–27 July weekend.
30-year US Treasury yield approached 5.2% on 24 July 2026
The 30-year US Treasury yield rose toward 5.2% on 24 July 2026, extending a move that had already brought US Treasury yields to their highest levels of 2026 by 23 July. A global bond selloff accelerated over the period, with oil price rises and Federal Reserve rate-hike expectations reported as contributing factors.
Brent crude hits $100.30, WTI $91.70 amid Persian Gulf shipping attacks
Brent crude rose to $100.30 per barrel and WTI climbed to $91.70 per barrel, each gaining over $10 per barrel since Monday, following more than 60 commercial ship attacks across Persian Gulf chokepoints; European natural gas prices rose to four-month highs and U.S. equity markets declined as crude crossed $100.