Tactically bearish on ceasefire-driven geopolitical premium fade but acknowledging fragility with April 22 expiration creating binary risk; structural oversupply forecasts (EIA $88/b Q4, Goldman $87 Q2, IEA 1.9 mb/d surplus) imply significant downside from current $97.50 once Hormuz fully normalizes
One from eight, the worst scorecard in MAD history, and the Iran ceasefire reminds everyone that wars don't end on schedule.
Gold institutional positioning: COT data, sentiment analysis and smart money flow assessment.
USD/JPY key levels breakdown: support zones, resistance zones, confluence and price structure.
This week's AUD/USD outlook: key drivers, volatility context, risk-opportunity assessment and the week ahead.
