Commodities

Source intel on energy, metals, and raw materials markets – plus more

Weekly Research Briefing: Coffee is for Closers
  • 20 Oct 2026

We knew there would be speedbumps on the road to AI nirvana. After moving past the initial worries of 'The Matrix,' 'The Terminator,' and other end-of-world risks, the software needed to be written...

French credits are not all at the barricades
  • 20 Oct 2026

Government bond yields have spiked recently but a large share of French investment grade credit trades inside OATs

What If Gold Had a Yield?
  • 20 Oct 2026

Gold currently pays no income while 30-year Treasuries yield over 5%, but gold miners could narrow the gap.

India gold market update: Seasonal demand shows early strength
  • 20 Oct 2026

India's gold market showed signs of strengthening in October as seasonal demand gathered pace, supported by September's sharp price correction. Investment demand also remained healthy, with positiv...

The Weekly Brief
  • 19 Oct 2026

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...

Long-Term Capital Market Assumptions
  • 19 Oct 2026

The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...

Energy disruption and El Niño: Leading to a global food crisis?
  • 19 Oct 2026

Rising energy and fertilizer costs, supply disruptions in the Middle East and Russia, and El Niño-driven weather risks are increasing pressure on global food prices and food security, with the grea...

Quarterly Investment Views • Q4 2026
  • 19 Oct 2026

Growth remains strong, but elevated expectations, oil prices and inflation leave less room for disappointment.

Middle East conflict: Peak stress lies ahead
  • 19 Oct 2026

Oil may jump as Middle East tensions peak, adding pressure to an already restrictive rate environment and to risk assets with weaker balance sheets.