It's all about the Strait of Hormuz until it's about something far bigger.

It's all about the Strait of Hormuz until it'...

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Broadcom pulls out the stops. US foments uprisings, complicating Iran risks.

Today, the market off on a cautious footing as crude oil prices remain high after yesterday's strong bounce-back attempt, with intense headline risk in both directions. We look at the latest developments and wonder where the US intelligence attempts to support Kurdish rebellions ...  Show more

US market is in a world of its own. Also: Hormuz disruption timelines

Today, we note the US market's out-of-step behaviour relative to the rest of the world, as US traders have taken a buy-the-dip stance while Europe was down heavily on Tuesday and parts of Asia practically crashed overnight. US market internals continue to throw off interesting si ...  Show more

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