🌐 US–Iran: uncertainty eases → equities rally, the “war premium” in oil fades, and investors rotate hedges while repricing scenarios.
📈 Record territory: S&P 500 above 7000, Nikkei around 59,000, MSCI logs its 10th straight up session; Brent ~95, WTI ~91.
🥈 Silver back in a deficit: 2025 — 40.3M oz, for 2026 +15% to 46.3M; solar demand weighs in (−6% in 2025, forecast −19% in 2026).
⛓️ Hedge funds step back from BTC basis: arb returns ~5% by early 2026 (vs 15–25% earlier), BTC-ETF exposure declines, CME OI falls — flows shift into oil/gold/indices.
⚖️ Platform legal risk: rulings against Meta and Alphabet intensify concerns about “sticky” design and user dependency, especially for kids; wave of similar suits ~2,000 in California → potential trade impulses via sector spreads.
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#oil #gas #gold #BTC #Tesla #FSD #volatility #trading #investing #geopolitics
