Commodities

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

4Q'2026 Outlook | Switching Lanes
  • 07 Oct 2026

Global growth remains resilient as 2026 enters its final quarter, supported by artificial intelligence (AI) investment and reshoring. However, elevated energy costs are keeping inflation persistent...

Managing expectations
  • 07 Oct 2026

The political costs of the Gulf war are evident—US President Trump suggested removing the federal tax on gasoline. Gasoline prices (unlike diesel) feed directly into US consumer price calculations....

Looking to the Futures
  • 06 Oct 2026

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

Must Read Research: AI + Quantum: The Ultimate Power Couple?
  • 06 Oct 2026

Quantum computing is moving from scientific promise to commercial reality, opening new possibilities across sensing, secure communications, finance, healthcare, aerospace, defense, and space. The i...

Stocks Up on Oil Ahead of Fed Speakers, Auctions
  • 06 Oct 2026

Major indexes built on Monday's strength early, lifted by falling oil prices and a slight yield dip. Several Fed speakers are scheduled, along with a 3-year Treasury note auction.

Latin America gains ground as a diversifier amid AI, energy uncertainty and policy shifts ahead
  • 06 Oct 2026

Latin American equities advanced in Q3, supported by attractive valuations, improving policy dynamics and diversification appeal amid AI-led market leadership, energy uncertainty and geopolitical f...

Global Asset Allocation Team Market Update – October 2026
  • 06 Oct 2026

Third quarter ended with concerns about elevated oil prices, sticky inflation, and bond yield spikes.

Weekly market insights: Can stocks stay resilient with higher Treasury yields?
  • 06 Oct 2026

Oil and rates may challenge markets, but the success of Meta's personal AI agent suggests the structural AI growth story may remain on track.

September 2026 Market Review
  • 06 Oct 2026

September was a difficult month for US Treasuries, with yields rising sharply across the curve and driven primarily by the mid-September Federal Reserve meeting. Renewed escalation of Middle East t...