Commodities (Crude Oil & Copper) & Macro Outlook

CFTC grants no-action relief on swap reporting and recordkeeping for Gemini Titan, Olympus, and participants under specific conditions. Move shows ongoing regulatory flexibility as agency addresses compliance gaps through temporary guidance and exemptions. Raagnee Beri named

Ripple Prime has won the Best Prime Broker award at the 2026 Hedge Fund Services Awards Europe, a recognition that market analyst Xaif Crypto argues signals the emergence of XRP's institutional era. The award comes from traditional hedge fund and institutional finance circles rather than the

The Federal Reserve has shifted from signaling rate cuts to a neutral, wait-and-see stance, with three regional presidents unusually dissenting on policy wording. Energy shocks persist, and rate-hike conditions have entered the discussion for the first time.

According to Reuters, seven OPEC+ member countries reached a tentative agreement on May 2 to increase their oil production quota by approximately 188,000 barrels per day effective in June, according to two sources familiar with the

The United Arab Emirates formally withdrew from the Organization of the Petroleum Exporting Countries (OPEC) and the OPEC+ mechanism on May 1 (local time), according to reports. The move is viewed as a landmark event in which Middle Eastern oil-producing nations are reassessing security, market

According to Trump's statement on May 2, the U.S. has sold 100 million barrels of Venezuelan oil, which are being transported to Texas for processing. Trump announced plans to double the amount within the next month, stating the oil shipments are already underway to Texas

According to a joint poll by The Washington Post, ABC, and Ipsos released on May 1, 61% of Americans view military action against Iran as a mistake. Additionally, about 23% of U.S. respondents reported their financial situation is becoming tighter, up from 17% in February. High oil prices have

On May 1, Bitcoin bounced amid optimism fueled by strong big tech earnings reports. However, short-term pressures remain in the market, with key support and resistance levels being closely watched by traders.

Tether published its Q1 2026 attestation on Friday, posting $1.04 billion in net profit with excess reserves reaching a record $8.23 billion, according to an independent audit by BDO. The stablecoin issuer's total assets stood at $191.7 billion as of March 31, with liabilities of $183.5 billion, pri

According to Odaily, U.S. President Trump said Friday that the American naval blockade of Iranian ports during the U.S.-Israel conflict with Iran is "like piracy." Describing a recent seizure of a vessel, Trump stated: "We took over that ship, took over the cargo, took over the oil. It's a very lucr

According to OFAC on May 2, the U.S. Treasury Department's Office of Foreign Assets Control warned that payments demanded by Iran from passing vessels for safe passage through the Strait of Hormuz—including fiat currency, digital assets, barter transactions, physical goods, or donations to Iranian R

On May 1, the Nasdaq Composite and S&P 500 reached new highs for the second consecutive day. The Nasdaq Composite rose 0.89% to close at 25,114.44 points, while the S&P 500 gained 0.29% to 7,230.12 points. The Dow Jones Industrial Average declined 0.31% to 49,499.27 points. Crude oil prices fell sha

Marex has completed its acquisition of Geneva-based fixed income market maker Valcourt, a deal first announced in October 2025. The transaction adds approximately 700 clients to Marex's platform, including banks, asset managers, and independent wealth managers, with significant concentration in

According to BlockBeats, on May 1, Trump announced he will raise tariffs on EU automobiles and trucks imported to the United States to 25% starting next week, citing the European Union's failure to comply with agreed trade terms. Trump stated that EU-produced vehicles manufactured in U.S.

Ethereum exchange-traded funds posted $184 million in outflows over four consecutive days through April 30, according to market data, as geopolitical uncertainty offset gains in U.S. equities. The outflows extended a losing streak that began earlier in the week, with the largest single-day exit

Iran notifies Gulf countries of its position on ending the war; oil prices plunge sharply, Bitcoin and gold jump in the short term, and U.S. stocks set fresh highs again. This article provides an in-depth breakdown of how geopolitical risk mitigation mechanisms transmit across different asset classes.

According to the UK Royal Navy, on May 1, shipping traffic through the Strait of Hormuz has plummeted following military operations by the United States and Israel against Iran. Daily vessel transits have dropped from approximately 130 ships before the conflict to fewer than 10, representing a

Axios: Iran, via Pakistan, mediated and formally responded to the revised U.S.-side draft peace agreement; the oil market quickly weakened, with New York futures crude oil falling nearly 2% to $103.27 and Brent around $110.23. This comes as the War Powers Resolution’s 60-day deadline expires, echoing Trump’s claim that the war is already over. The key focus afterward will be Iran’s response, the threshold for congressional approval, and Trump’s position; if tensions cool, a pullback in oil prices could affect inflation expectations and the U.S. Federal Reserve’s policy.