Source intel on energy, metals, and raw materials markets – plus more
In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...
Gold is not just another commodity. It brings potential benefits that may make gold stand out as a unique and independent asset among other commodities and alternative investments.
The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy p...
The return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
AI Supercycle drives investor expectations, risk decisions, and the future of advice.
In the latest Macro Mixtape, NEPC’s Jenn Appel explores China’s evolving role in global energy markets and the potential impact on oil prices and supply.
Gold has eased slightly since a September Fed rate move and trades near USD 4,150 per oz.
Read today's Daily Update about South and Southeast Asia's efforts to accelerate their energy transition to renewables, the global economic impact of rising sovereign bond yields, and the rapid gro...
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