Source intel on energy, metals, and raw materials markets – plus more
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets...
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
• Diplomatic progress between the US and Iran has eased geopolitical concerns, pushing oil prices back below $100 a barrel and propelling the S&P 500 to a record high. • US GDP figures for th...
Ongoing tensions between the U.S. and Iran dominated headlines, with the Strait of Hormuz remaining severely disrupted. Oil prices exhibited significant volatility throughout the month, retreating...
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity i...
Higher energy prices are squeezing growth and forcing the ECB’s hand.
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