Source intel on energy, metals, and raw materials markets – plus more
New research from IFM Investors, Nest and Border to Coast Pensions Partnership explores UK pension savers’ views on investing retirement savings in British infrastructure, housing and businesses.
A lot happened around the oil market: US president Trump announced a deal with Russian President Putin to buy Russian diesel; the Houthis attacked Riyadh airport in Saudi Arabia; Trump announced an...
The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).
Escalating Iranian attacks on tankers in the Strait of Hormuz pushed Brent crude oil prices above $100 per barrel and kept global bond yields elevated, weighing on risk assets for much of the week....
Oil, inflation and France grabbed attention, as investors remained focused on the uncomfortable reality of higher rates
By Daniel Morris, Chief Market Strategist High-yield credit markets are often seen as ‘the canary in the coal mine’ when it comes to economic activity. Highly levered companies often feel the pain...
Geopolitical shocks often fade quickly in markets. The Iran War is testing that pattern. Alternative shipping routes, inventory drawdowns, additional supply outside the Middle East, and an earlier...
Led by AI names, stocks rose early Friday as oil prices stabilized and news reports clarifying OpenAI's revenue picture eased jitters about an AI bubble.
Trump refrains from attacking Iran ahead of the elections, but the conflict continues to provide lasting support for energy prices. Inflation remains elevated, while the Fed and the ECB are gradual...
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