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OPEC+ kept October production quotas unchanged at Sunday’s meeting, but the decision carries less weight than usual while the Iran war continues to disrupt exports through the Strait of Hormuz. The seven-member subgroup led by Read more…
Key takeaways Macro-structural shifts: Divergent central bank policies, persistent inflation, and targeted intervention are driving major realignments in global capital flows and currency valuations. US rate dynamics: Persistent inflation (PCE at 3.7%) and hawkish Fed Read more…