Commodities

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

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...

Looking to the Futures
  • 01 Oct 2026

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

Equity outlook: Parallel worlds
  • 01 Oct 2026

Global equity outlook: strong earnings and growth support equities despite trade tensions, bond weakness and energy-driven inflation.

Monthly Market Review | September 2026
  • 01 Oct 2026

GLOBALSeptember was shaped by tensions between resilient US growth and renewed monetary tightening. Stronger economic data and energy-related inflation risks pushed bond yields higher, while artifi...

Japan Special Report - Smarter, Cleaner, Faster: The Case for Data Center Co-Generation Systems
  • 01 Oct 2026

The introduction of co-generation systems to eliminate electricity wait times and improve investment efficiency

E88: Energy in the Age of AI
  • 01 Oct 2026

Erica Poon Werkun and Tony Yuen discuss energy's central role in two major developments shaping the global economy: geopolitics and AI. What's the connection with inflation and rates, and which sce...

Corridors in focus: Egypt-Japan
  • 01 Oct 2026

Industrial expansion, supply chain integration and clean energy are transforming economic ties between Egypt and Japan.

Infrastructure: Today’s “Generational” Investment Opportunity
  • 01 Oct 2026

From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade. Apollo Partners Harry See...