Commodities

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

Market Flash: Mild euphoria
  • 22 hours ago

•    In the absence of adecisive diplomatic progress, markets are swinging between worry and renewed optimism. The high volatility in interest rates reflects uncertainty over the trajectory of pric...

AI, Market Power, and Diminishing Labor Share
  • 21 May 2026

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

What’s driving the surge in global interest rates?
  • 21 May 2026

We discuss how oil prices, US inflation, and geopolitical tensions are impacting rates, and look at rates under 3 key geopolitical scenarios.

Energy security in focus: how today’s crisis is reshaping the energy transition
  • 20 May 2026

From oil‑supply shocks to grid bottlenecks, energy is back at the heart of geopolitics. In a world where nearly 80% of primary energy still comes from fossil fuels, recent conflicts and supply disr...

Scale matters: navigating EM oil credit in volatile markets
  • 20 May 2026

EMD report Q2 2026

NAV Loans: Flexibility for Private Equity When Holding Periods Extend
  • 20 May 2026

NAV loans are being used earlier and more intentionally. For private equity firms, capital flexibility is prized today. Merger-and-acquisition (M&A) activity has cooled, while commodity prices and...

The Digital Economy Is Built on Real Assets
  • 20 May 2026

Artificial intelligence and the digital economy are driving unprecedented demand for electricity...

Tackling the Energy Cost of Scaling AI Memory
  • 20 May 2026

As AI models grow larger, energy use is becoming a major constraint. New hardware designs that rethink computation may offer a path to lower power consumption.

Agile currency hedging in index investing: Exploring the role of FX futures
  • 20 May 2026

As global index investing expands, agile FX hedging is increasingly vital. This article explores how FX futures can enhance currency risk management.