{"now":"2026-05-13T19:01:23.891485+00:00","headlines":[{"id":"354cca3b83e9cf8b","fetched_at":"2026-05-13T19:00:51.398383+00:00","source":"ECB Press Releases","category":"central_bank","priority":"critical","tags":["ecb","eur"],"title":"Philip R. Lane: Analytical perspectives on energy supply shocks","summary":"","url":"https://www.ecb.europa.eu//press/key/date/2026/html/ecb.sp260513~5b14c78806.en.html","published":"Wed, 13 May 2026 21:00:00 +0200","sentiment":null,"impact":null,"metals_relevant":null},{"id":"809fe318d95f3320","fetched_at":"2026-05-13T19:00:50.552632+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Stocks Hit New Highs as AI Trade Offsets Inflation: Markets Wrap","summary":"A rally in technology giants drove stocks to all-time highs, overshadowing data showing a resurgence in inflation that has fueled wagers the Federal Reserve will keep rates higher for longer.","url":"https://www.bloomberg.com/news/articles/2026-05-12/asian-stocks-under-pressure-as-us-inflation-rises-markets-wrap","published":"Tue, 12 May 2026 22:08:25 GMT","sentiment":null,"impact":null,"metals_relevant":null},{"id":"6100ca74a0163ead","fetched_at":"2026-05-13T19:00:49.684795+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Gunfire Erupts Inside Philippine Senate As Former 'Drug War' Enforcer Evades International Arrest Warrant","summary":"Gunfire Erupts Inside Philippine Senate As Former 'Drug War' Enforcer Evades International Arrest Warrant\nAt least a dozen gunshots rang out inside the Philippine Senate building in Manila earlier on Wednesday as police and marines moved to arrest Senator Ronald \"Bato\" Dela Rosa on an International Criminal Court warrant for alleged crimes against humanity linked to former President Rodrigo Duterte's brutal war on drugs, a campaign that left more than 6,000 suspected drug dealers dead in operati","url":"https://www.zerohedge.com/geopolitical/gunfire-erupts-inside-philippine-senate-former-drug-war-enforcer-evades-international","published":"Wed, 13 May 2026 17:55:00 +0000","sentiment":null,"impact":null,"metals_relevant":null},{"id":"375eed135315189f","fetched_at":"2026-05-13T19:00:49.683671+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Ex-Con Hacker Twins Fired - Proceed To Wipe Out 96 Government Databases In Minutes","summary":"Ex-Con Hacker Twins Fired - Proceed To Wipe Out 96 Government Databases In Minutes\nNote to employers: When you discover your twin brother employees are ex-cons who did time for hacking into the US State Department, and go to fire them, make sure you fully disable their access. \nFebruary 2025, twin brothers Muneeb and Sohaib Akhter turned a routine job termination into one of the most brazen insider sabotage incidents in recent U.S. government history. Just minutes after being fired from Opexus -","url":"https://www.zerohedge.com/political/ex-con-hacker-twins-fired-proceed-wipe-out-96-government-databases-minutes","published":"Wed, 13 May 2026 18:30:00 +0000","sentiment":null,"impact":null,"metals_relevant":null},{"id":"2a11adac9f4cbcf8","fetched_at":"2026-05-13T19:00:49.680689+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Gamma And Momentum: A Recipe For Cheers And Tears","summary":"Gamma And Momentum: A Recipe For Cheers And Tears\nAuthored by Michael Lebowitz via RealInvestmentAdvice.com,\nIntel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive","url":"https://www.zerohedge.com/markets/gamma-and-momentum-recipe-spikes-and-tears","published":"Wed, 13 May 2026 18:45:00 +0000","sentiment":null,"impact":null,"metals_relevant":null},{"id":"948d18a21810a896","fetched_at":"2026-05-13T18:40:42.057978+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Brazil Real Falls on Report Bolsonaro Negotiated With Master CEO","summary":"Brazil’s currency slumped Wednesday after a news website linked right-wing presidential candidate Flavio Bolsonaro to Daniel Vorcaro, the former chief executive of a failed bank at the center of a massive fraud probe.","url":"https://www.bloomberg.com/news/articles/2026-05-13/brazil-real-falls-on-report-bolsonaro-negotiated-with-master-ceo","published":"Wed, 13 May 2026 18:29:30 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Brazil currency move is FX-specific; no direct spillover to precious metals, copper, or US equities.","time_horizon":"SHORT","classified_at":"2026-05-13T18:41:35.814368+00:00"},{"id":"45d18cdc2d3e718f","fetched_at":"2026-05-13T18:40:42.057897+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Wells Fargo Poised to Raise $6 Billion From Latest Bond Sale","summary":"Wells Fargo & Co. launched a $6 billion sale of investment-grade bonds Wednesday, a month after the bank reported weaker-than-expected results for the first quarter.","url":"https://www.bloomberg.com/news/articles/2026-05-13/wells-fargo-markets-investment-grade-bond-sale-in-three-parts","published":"Wed, 13 May 2026 13:14:01 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Bank bond sale reflects credit market dynamics; neutral for metals, mild risk-off signal for equities.","time_horizon":"SHORT","classified_at":"2026-05-13T18:41:35.814363+00:00"},{"id":"c9fbedde940ff772","fetched_at":"2026-05-13T18:40:41.074095+00:00","source":"FXStreet Forex News","category":"macro","priority":"high","tags":["forex","gold","fed","macro"],"title":"USD/JPY Price Forecast: Buyers defend 100-day SMA after intervention-driven volatility","summary":"USD/JPY trades with a mild upside bias on Wednesday as the Japanese Yen (JPY) remains under pressure from a stronger US Dollar (USD) and rising Oil prices linked to the Middle East war, given Japan’s heavy reliance on imported energy.","url":"https://www.fxstreet.com/news/usd-jpy-price-forecast-buyers-defend-100-day-sma-after-intervention-driven-volatility-202605131744","published":"Wed, 13 May 2026 17:44:21 Z","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":true,"classifier_reason":"USD strength and Middle East geopolitical tensions create mixed signals; JPY weakness offsets safe-haven gold bid.","time_horizon":"IMMEDIATE","classified_at":"2026-05-13T18:41:35.814360+00:00"},{"id":"8dbd63dd5fd4f39a","fetched_at":"2026-05-13T18:40:41.074014+00:00","source":"FXStreet Forex News","category":"macro","priority":"high","tags":["forex","gold","fed","macro"],"title":"Fed’s Kashkari: Inflation too high","summary":"Neel Kashkari, President of the Federal Reserve (Fed) Bank of Minneapolis, spoke at a St. Paul Area Chamber event in St. Paul, Minneapolis, on Wednesday. He said that the big question is how long the Strait of Hormuz will be closed and what effect will it have on inflation.","url":"https://www.fxstreet.com/news/feds-kashkari-inflation-too-high-202605131803","published":"Wed, 13 May 2026 18:03:10 Z","sentiment":"BEARISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Kashkari's hawkish inflation stance signals persistent Fed tightening, pressuring gold via higher real yields and risk-off sentiment.","time_horizon":"SHORT","classified_at":"2026-05-13T18:41:35.814356+00:00"},{"id":"d340782ea1bd994f","fetched_at":"2026-05-13T18:35:39.918818+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Elite M&A Lawyers Fed Massive Insider-Trading Ring: US","summary":"Bloomberg's Chris Dolmetsch joins Dani Burger on \"Bloomberg Deals.\" Lawyers from top mergers and acquisitions firms provided tips on some of the biggest deals of the last decade to an insider trading ring that made tens of millions of dollars in illegal profits, federal prosecutors said. (Source: Bloomberg)","url":"https://www.bloomberg.com/news/videos/2026-05-13/elite-m-a-lawyers-fed-massive-insider-trading-ring-us-video","published":"Wed, 13 May 2026 18:27:53 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Insider trading scandal at M&A firms creates legal/reputational risk for equities but no direct metals or macro impact.","time_horizon":"SHORT","classified_at":"2026-05-13T18:41:35.814352+00:00"},{"id":"9202c524e3e4c983","fetched_at":"2026-05-13T18:35:39.918724+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Live Sports are Scarce Asset: Nussbaum","summary":"Ian Nussbaum, partner at Latham & Watkins, joins Dani Burger and Michelle Davis on \"Bloomberg Deals.\" They discuss sports media rights deals and the value of live entertainment to dealmakers. (Source: Bloomberg)","url":"https://www.bloomberg.com/news/videos/2026-05-13/live-sports-are-scarce-asset-nussbaum-video","published":"Wed, 13 May 2026 18:28:35 GMT","sentiment":"NEUTRAL","impact":"NONE","metals_relevant":false,"classifier_reason":"Sports media rights deals have no direct relevance to macro, metals, or equity markets.","time_horizon":"NONE","classified_at":"2026-05-13T18:41:35.814332+00:00"},{"id":"547d4bc2e4bd4e36","fetched_at":"2026-05-13T18:30:38.538639+00:00","source":"Investing.com Forex News","category":"macro","priority":"medium","tags":["dxy","forex","fed"],"title":"Brazilian real drops on report linking Bolsonaro to bank scandal","summary":"","url":"https://www.investing.com/news/forex-news/brazilian-real-drops-on-report-linking-bolsonaro-to-bank-scandal-93CH-4685878","published":"2026-05-13 18:20:26","sentiment":"BULLISH_METALS","impact":"LOW","metals_relevant":true,"classifier_reason":"Political scandal and currency weakness in Brazil are risk-off signals that support gold/silver safe-haven demand, but impact is localized and not systemic.","time_horizon":"SHORT","classified_at":"2026-05-13T18:31:31.094292+00:00"},{"id":"a14c846a13fe27da","fetched_at":"2026-05-13T18:30:38.079930+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Ford Soars After Morgan Stanley Sees Hyperscaler Tie-Ups","summary":"Ford Motor Co. stock surged Wednesday after Morgan Stanley issued a bullish call that the automaker’s energy storage business could soon make a deal with hyperscalers.","url":"https://www.bloomberg.com/news/articles/2026-05-13/ford-shares-soar-after-morgan-stanley-s-bullish-call-on-energy","published":"Wed, 13 May 2026 17:23:15 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Ford equity strength is risk-on, but energy storage/hyperscaler deals have minimal near-term impact on copper demand or precious metals safe-haven flows.","time_horizon":"SHORT","classified_at":"2026-05-13T18:31:31.094275+00:00"},{"id":"d4893af20abe50d4","fetched_at":"2026-05-13T18:20:34.126247+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Treasury Buyers Get 5% Long Bond for First Time Since 2007","summary":"Investors snagged 5% yields on 30-year Treasuries for the first time since 2007, as surging energy prices push inflation — and expectations for more of it — higher.","url":"https://www.bloomberg.com/news/articles/2026-05-13/treasury-buyers-get-5-long-bond-rate-for-first-time-since-2007","published":"Wed, 13 May 2026 17:16:13 GMT","sentiment":"BEARISH_METALS","impact":"HIGH","metals_relevant":true,"classifier_reason":"Higher real yields (5% long bond with higher inflation expectations) are bearish gold/silver; rising rates and inflation fears create risk-off pressure on equities.","time_horizon":"IMMEDIATE","classified_at":"2026-05-13T18:21:28.692876+00:00"},{"id":"e597b9925d2b42bb","fetched_at":"2026-05-13T18:15:31.875485+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Odey Settles Sexual Assault Cases Ahead of London Trial","summary":"Hedge fund boss Crispin Odey has settled a handful of personal injury claims brought by women claiming sexual assault.","url":"https://www.bloomberg.com/news/articles/2026-05-13/odey-settles-sexual-assault-cases-ahead-of-london-trial","published":"Wed, 13 May 2026 17:59:11 GMT","sentiment":"NEUTRAL","impact":"NONE","metals_relevant":false,"classifier_reason":"Personal legal settlement for hedge fund manager has no macro relevance to commodities or broad equity markets.","time_horizon":"NONE","classified_at":"2026-05-13T18:21:28.692872+00:00"},{"id":"3090a8f7c42b599b","fetched_at":"2026-05-13T18:15:31.875391+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Ford Soars on Morgan Stanley’s Bullish Call on Energy","summary":"Ford Motor Co. shares surged Wednesday after a bullish call from Morgan Stanley on the automaker drew investor attention to the company’s energy storage business.","url":"https://www.bloomberg.com/news/articles/2026-05-13/ford-shares-soar-after-morgan-stanley-s-bullish-call-on-energy","published":"Wed, 13 May 2026 17:23:15 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Ford auto rally is equity-specific; energy storage ties to EV/industrial demand but no direct macro catalyst for metals.","time_horizon":"SHORT","classified_at":"2026-05-13T18:21:28.692854+00:00"},{"id":"36372aa9c77b8209","fetched_at":"2026-05-13T18:10:29.842072+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Not All Inflation Is Created Equal","summary":"Some particularly problematic price rises.","url":"https://www.bloomberg.com/news/newsletters/2026-05-13/not-all-inflation-is-created-equal","published":"Wed, 13 May 2026 18:06:52 GMT","sentiment":"NEUTRAL","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Headline hints at inflation composition concerns; if energy/commodity-driven inflation persists, supports gold hedge; mixed implications for risk-on equities depending on Fed response.","time_horizon":"SHORT","classified_at":"2026-05-13T18:11:25.588198+00:00"},{"id":"8ae35b2ad014afed","fetched_at":"2026-05-13T18:05:27.430785+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Insurers Boosting Private Credit Holdings: Study","summary":"Bloomberg's Emily Graffeo joins Dani Burger on \"Bloomberg Deals.\" Life insurance companies owned by private equity firms have quietly reshaped their portfolios, piling into higher-yielding alternative credit in a shift that’s entangled the industry with the broader financial system, according to researchers at the Federal Reserve Bank of Chicago. (Source: Bloomberg)","url":"https://www.bloomberg.com/news/videos/2026-05-13/insurers-boosting-private-credit-holdings-study-video","published":"Wed, 13 May 2026 17:59:56 GMT","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Portfolio reallocation by insurers toward private credit does not directly impact macro drivers of metals or equity indices.","time_horizon":"NONE","classified_at":"2026-05-13T18:11:25.588183+00:00"},{"id":"466ec4212488ff47","fetched_at":"2026-05-13T17:55:23.521578+00:00","source":"Bloomberg Markets","category":"macro","priority":"high","tags":["markets","fed","metals"],"title":"Intertek Inclined to Recommend EQT’s Final £9.2B Offer","summary":"Bloomberg's Crystal Tse joins Dani Burger on \"Bloomberg Deals.\" Intertek Group is leaning toward recommending a fourth and final takeover offer from private equity firm EQT AB. (Source: Bloomberg)","url":"https://www.bloomberg.com/news/videos/2026-05-13/intertek-inclined-to-recommend-eqt-s-final-9-2b-offer-video","published":"Wed, 13 May 2026 17:51:08 GMT","sentiment":"NEUTRAL","impact":"NONE","metals_relevant":false,"classifier_reason":"M&A activity in testing/inspections sector has no direct bearing on metals prices, FX, yields, or broad equity risk sentiment.","time_horizon":"NONE","classified_at":"2026-05-13T18:01:23.147886+00:00"},{"id":"d0c3e1f700eb9be8","fetched_at":"2026-05-13T17:45:19.213270+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"WTI Holds Gains Despite Biggest SPR Drawdown In 45 Year History, Production Jumped","summary":"WTI Holds Gains Despite Biggest SPR Drawdown In 45 Year History, Production Jumped\nOil prices are higher this morning (extending its 8%-plus surge of the last three days) as Middle East tensions simmer and global stockpiles shrink at a record pace.\nWTI topped $103 and Brent crude traded near $108 a barrel, erasing its retreat earlier on Wednesday, after the IEA said global observed oil inventories declined at a rate of about 4 million barrels a day in March and April.\nSaudi Arabia told OPEC that","url":"https://www.zerohedge.com/energy/wti-holds-gains-despite-biggest-spr-drawdown-45-year-history-production-jumped","published":"Wed, 13 May 2026 14:37:33 +0000","sentiment":"BULLISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Middle East geopolitical premium sustains oil prices despite SPR drawdown; inflation expectations support gold/silver and copper; risk-off headwind for NQ.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622924+00:00"},{"id":"4f1738d35d7b6b5b","fetched_at":"2026-05-13T17:45:19.210896+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"'Obvious Dangers': Gabbard Probing US Funding To International Biolabs","summary":"'Obvious Dangers': Gabbard Probing US Funding To International Biolabs\nAuthored by Zachary Stieber via The Epoch Times,\nU.S. Director of National Intelligence Tulsi Gabbard and other intelligence officials are investigating U.S. funding to overseas laboratories handling biological research.\n\nInitial searches of intelligence files showed that the U.S. government has provided money to more than 120 biolaboratories in more than 30 countries, a spokesperson for the Office of the Director of National","url":"https://www.zerohedge.com/medical/obvious-dangers-gabbard-probing-us-funding-international-biolabs","published":"Wed, 13 May 2026 14:45:00 +0000","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Domestic policy investigation with no direct market impact on metals or equities.","time_horizon":"NONE","classified_at":"2026-05-13T17:51:21.622921+00:00"},{"id":"8231048b82cef4c4","fetched_at":"2026-05-13T17:45:19.209823+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"IEA Revises 2026 Forecast: Global Oil Supply To Plunge Below Demand This Year","summary":"IEA Revises 2026 Forecast: Global Oil Supply To Plunge Below Demand This Year\nGlobal oil demand is set to exceed supply in the current year amid the ongoing conflict in the Middle East, reversing previous projections of a surplus, OilPrice reports citing the latest IEA data.\n\"With Hormuz tanker traffic still restricted, cumulative supply ​losses from Middle East Gulf producers already exceed 1 billion barrels with more than 14 million (barrels per ⁠day) of oil now shut in, an unprecedented suppl","url":"https://www.zerohedge.com/energy/iea-revises-2026-forecast-global-oil-supply-plunge-below-demand-year","published":"Wed, 13 May 2026 15:00:00 +0000","sentiment":"BULLISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Oil supply deficit from Middle East tensions supports inflation expectations; bullish for precious metals and copper, bearish risk sentiment for NQ.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622918+00:00"},{"id":"c65218c653492137","fetched_at":"2026-05-13T17:45:19.208764+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"U.S. Wheat Crop Forecast To Hit Half-Century Low As Drought Hits Breadbasket","summary":"U.S. Wheat Crop Forecast To Hit Half-Century Low As Drought Hits Breadbasket\nChicago wheat futures surged on Tuesday, hitting two-year highs after the USDA's latest WASDE report signaled a much tighter U.S. supply outlook than traders had anticipated.\n\nProduction stress across America's breadbasket is now converging with a megadrought and mounting fertilizer constraints, adding upward pressure on prices at a time when global food prices are rising.\n\n🌾Due to poor crop health and a record-low plan","url":"https://www.zerohedge.com/commodities/us-wheat-crop-forecast-hit-half-century-low-drought-hits-breadbasket","published":"Wed, 13 May 2026 15:15:00 +0000","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Wheat supply tightness is agricultural-specific; indirectly inflationary but no direct impact on metals/equity indices.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622914+00:00"},{"id":"9da3367d0d0e1ba0","fetched_at":"2026-05-13T17:45:19.205764+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Ireland Convicts 78-Year-Old Preacher For Preaching Near Abortion Clinic","summary":"Ireland Convicts 78-Year-Old Preacher For Preaching Near Abortion Clinic\nAuthored by Jonathan Turley,\nIreland is finally safe.\nClive Johnston has been convicted and can no longer menace the public.\n\nJohnson, 78, is a retired pastor who committed the heinous offense of preaching near the Causeway Hospital in Coleraine.\nThat was considered within the “safe access zone” under Northern Ireland’s Abortion Services (Safe Access Zones) Act.\nThe Act prohibits “influencing,” “preventing or impeding acces","url":"https://www.zerohedge.com/political/ireland-convicts-78-year-old-preacher-preaching-near-abortion-clinic","published":"Wed, 13 May 2026 15:30:00 +0000","sentiment":"NEUTRAL","impact":"NONE","metals_relevant":false,"classifier_reason":"Local/social policy with no macroeconomic relevance to markets.","time_horizon":"NONE","classified_at":"2026-05-13T17:51:21.622911+00:00"},{"id":"65e61bc51102d139","fetched_at":"2026-05-13T17:45:19.204601+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Palmer Luckey's Anduril Secures $5B At $61B Valuation To Supercharge Killer Drone Production","summary":"Palmer Luckey's Anduril Secures $5B At $61B Valuation To Supercharge Killer Drone Production\nPalmer Luckey's Anduril announced a $5 billion Series H funding round at a $61 billion valuation, led by Thrive Capital and Andreessen Horowitz. This comes as President Trump's 'war economy' and the rise of 'war unicorns' gain momentum.\nAnduril CEO Brian Schimpf wrote in a statement about the Series H funding round, indicating the \"financing reflects that shift, and it gives us the ability to continue in","url":"https://www.zerohedge.com/military/palmer-luckeys-anduril-secures-5b-61b-valuation-supercharge-killer-drone-production","published":"Wed, 13 May 2026 15:45:00 +0000","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Defense tech startup funding is equity-positive but geopolitically neutral; no direct metals impact.","time_horizon":"NONE","classified_at":"2026-05-13T17:51:21.622907+00:00"},{"id":"c6b77cf7e3f7c1b1","fetched_at":"2026-05-13T17:45:19.202595+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Treasury Department Alerts US Banks To Suspected Iranian Money Laundering Efforts","summary":"Treasury Department Alerts US Banks To Suspected Iranian Money Laundering Efforts\nAuthored by Victoria Friedman via The Epoch Times (emphasis ours),\nThe U.S. Treasury Department’s Financial Crimes ​Enforcement Network (FinCEN) on May 11 issued an alert to financial institutions warning them of efforts by ​the Iranian Islamic Revolutionary Guard Corps (IRGC) to evade sanctions.\nThe U.S. Department of the Treasury in Washington on June 30, 2025.Madalina Kilroy/The Epoch Times\nFinCEN said in a stat","url":"https://www.zerohedge.com/markets/treasury-department-alerts-us-banks-suspected-iranian-money-laundering-efforts","published":"Wed, 13 May 2026 16:00:00 +0000","sentiment":"BULLISH_METALS","impact":"LOW","metals_relevant":true,"classifier_reason":"Iran sanctions/tensions add geopolitical risk premium supporting safe-haven precious metals demand.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622904+00:00"},{"id":"77548cd0ef799e41","fetched_at":"2026-05-13T17:45:19.201013+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region","summary":"Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region\nMortgage delinquencies fell slightly in March, with the first-lien delinquency rate declining to 3.35%, down 37 basis points from February, as seasonal factors and tax refunds supported borrowers.\nThe real estate and mortgage industry outlet HousingWire cited Intercontinental Exchange’s May 2026 Mortgage Monitor report, which showed that while the overall mortgage delinquency rate fell in March, there was still concern ove","url":"https://www.zerohedge.com/markets/goldman-flags-troubling-delinquency-rise-across-us-region","published":"Wed, 13 May 2026 16:15:00 +0000","sentiment":"BEARISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Rising mortgage delinquencies signal economic weakness; typically supportive for risk-off but also reflects tight monetary conditions unfavorable to gold.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622900+00:00"},{"id":"319d7159fe828581","fetched_at":"2026-05-13T17:45:19.200056+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Qatar Asks Vessels At Key LNG Port To Go Dark for Safety","summary":"Qatar Asks Vessels At Key LNG Port To Go Dark for Safety\nSubmitted by Charles Kennedy of OilPrice.com\nQatar has requested LNG vessels near its Ras Laffan LNG port to switch off their transponders as part of safety measures at the key export port of the world’s second-largest LNG exporter before the war, anonymous sources with knowledge of the plan told Bloomberg on Tuesday.  \n\nThe de facto closure of the Strait of Hormuz has trapped about 20% of daily global LNG flows, mostly those previously sh","url":"https://www.zerohedge.com/energy/qatar-asks-vessels-key-lng-port-go-dark-safety","published":"Wed, 13 May 2026 16:30:00 +0000","sentiment":"BULLISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Middle East supply disruption fears elevate geopolitical risk premium; gold rallies on safe-haven bid, equities face headwinds.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622897+00:00"},{"id":"41fc7850c28a9a22","fetched_at":"2026-05-13T17:45:19.199112+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"B200s Or B-2s?","summary":"B200s Or B-2s?\nBy Bas van Geffen, senior macro strategist of Rabobank\nConcerns about the Middle East continued to dictate markets yesterday. The Strait of Hormuz remains closed, and there were no signs that this will change soon. Oil prices rose further. Dated Brent jumped 5% on the day to top $111.\nAlongside the rise in benchmark energy prices, yields increased too. 10y US Treasury yields closed around 5bp higher, and 10y German Bund yields rose 6bp to 3.1%, dragging broader EUR yields up. Equi","url":"https://www.zerohedge.com/markets/b200s-or-b-2s","published":"Wed, 13 May 2026 16:45:00 +0000","sentiment":"BULLISH_METALS","impact":"MEDIUM","metals_relevant":true,"classifier_reason":"Middle East geopolitical tensions (Strait of Hormuz closure) drive safe-haven demand for gold; risk-off pressures equities.","time_horizon":"SHORT","classified_at":"2026-05-13T17:51:21.622892+00:00"},{"id":"46c13a1bc0c4f513","fetched_at":"2026-05-13T17:45:19.197992+00:00","source":"ZeroHedge","category":"macro_analysis","priority":"high","tags":["macro","geopolitics","metals"],"title":"Up To $170 Billion Needed To Secure Full Domestic Nuclear Fuel Supply Chain","summary":"Up To $170 Billion Needed To Secure Full Domestic Nuclear Fuel Supply Chain\nTo support current commercial nuclear operations, plus 300 GW of new nuclear capacity for a total of roughly 400 GW by 2050, all fueled domestically, the country would need to invest between $105 billion and $170 billion across the entire nuclear fuel cycle.\nIs it still called a bottleneck if the entire industry is the problem? \n\nThe consulting firm McKinsey & Company used the most aspirational scenario from the Trump ad","url":"https://www.zerohedge.com/markets/170-billion-needed-secure-full-domestic-nuclear-fuel-supply-chain","published":"Wed, 13 May 2026 17:00:00 +0000","sentiment":"NEUTRAL","impact":"LOW","metals_relevant":false,"classifier_reason":"Long-term nuclear infrastructure capex may support copper demand; neutral to slightly bullish for equities but no immediate impact.","time_horizon":"LONG","classified_at":"2026-05-13T17:51:21.622889+00:00"}],"headlines_count":30,"upcoming_events":[{"datetime_utc":"2026-05-13T17:15:00+00:00","title":"FOMC Member Kashkari Speaks","country":"USD","impact":"LOW","is_high_impact":true,"is_signal_blocker":false,"forecast":"","previous":"","actual":"","minutes_from_now":-106.4},{"datetime_utc":"2026-05-13T17:30:00+00:00","title":"BOC Summary of 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