Source intel on energy, metals, and raw materials markets – plus more
Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group.
The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?
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...
The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...
EMD Q1 report
The U.S. and Israel war against Iran continues to rattle global energy markets after more than three weeks of intense fighting. With no end to the conflict in sight, the possibility of even more vo...
Trump gave Iran a short Hormuz ultimatum before a brief extension, as Iran hit Qatar’s Ras Laffan. Major central banks held rates with hawkish bias on energy risks, while EM policy diverged amid fu...
Growth is holding up across major economies, according to the Franklin Templeton Fixed Income team, but geopolitics and energy prices are raising inflation risks. Policy remains the key swing facto...
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