Articles
Neutral, dated analysis and explainers across Iran’s markets.
US Producer Inflation Cooled to 4.7% in July, Down From 5.5% in June, But the 10-Year Treasury Yield Stayed High (Sunday, August 16, 2026)
US producer prices (PPI) rose 4.7% year over year in July, down from 5.5% in June and softer than economists expected; a day earlier, consumer inflation had already come in calmer than feared. Yet the 10-year Treasury yield stayed elevated through Friday, August 14, a gap that keeps the path of the dollar and global gold, and from there Tehran's coin and gold prices, unsettled.
$160 Million a Day: ExxonMobil and Chevron Booked a Combined $26.6 Billion Quarter; Anatomy of a Geopolitical Risk Premium (Saturday, August 1, 2026)
On Friday, July 31, 2026 (9 Mordad 1405), ExxonMobil and Chevron reported second-quarter 2026 results: $14.5 billion and $12.1 billion, a combined $26.6 billion. Divide Exxon's profit by the quarter's 91 days and you get close to $160 million a day. The bigger point is not the size of the numbers: Exxon produced less oil than in the previous quarter and still more than tripled its earnings. This piece unpacks the geopolitical risk premium and where Iran sits in it.
