* US–Iran tensions remain the key geopolitical driver → Trump rejected Iran’s Hormuz proposal, while Tehran signalled no talks are currently planned.
* Oil risk premium rises → Gulf attacks and uncertainty around Hormuz pushed WTI back above $92 and kept Brent firm.
* Fed hike expectations strengthen → hawkish comments lifted yields and supported the U.S. dollar.
* Gold and silver remain under pressure → higher yields and stronger USD pushed gold below $4,200 and silver toward $62.
* China and Japan send mixed signals → weaker Chinese industrial profits contrast with firmer Japanese inflation pressure.
* Risk assets stay cautious → U.S. tech futures softened as oil and yields climbed.
* Today’s focus → Ramsden, Bowman, Lagarde, Cook and Barkin may shape the next move in yields, USD and gold.
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