Commodities

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

The Weekly Brief
  • 05 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...

New Zealand Fixed Income Monthly (September 2026)
  • 05 Oct 2026

New Zealand bond yields rose across the curve in September as renewed tensions in the Middle East and elevated oil prices increased concerns over inflation. The rise was most pronounced in the thre...

Looking to the Futures
  • 02 Oct 2026

The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).

Treasury yields are higher, but not unanchored
  • 02 Oct 2026

Treasury yields have climbed to multi-year highs. Discover how economic growth, fiscal pressures, and energy markets are shaping the rate outlook.

Oil shock: six months on, EM debt remains strong
  • 02 Oct 2026

Emerging market bonds have remained generally resilient despite a sustained oil shock, elevated geopolitical uncertainty, and tighter global financial conditions. Stronger policy frameworks, improv...

The week in markets: An uncomfortable reality
  • 02 Oct 2026

Oil, inflation and France grabbed attention, as investors remained focused on the uncomfortable reality of higher rates

View from the markets: Is this the new (old) normal for government bond yields?
  • 02 Oct 2026

By Daniel Morris, Chief Market Strategist The sell-off in government bonds shows no signs of abating, even if the impetus for the rise in yields has changed. Beginning with the most recent escalati...

Rates Ripple Through Dollar, Diesel, Housing
  • 02 Oct 2026

Rising yields lift the dollar and mortgage rates, breadth narrows sharply as the broader market stays near its highs, and bitcoin whipsaws after a softer inflation report.

Copper: A Metal in High Demand
  • 02 Oct 2026

Copper production cannot keep pace with its many uses.