Source intel on energy, metals, and raw materials markets – plus more
Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
As concerns over power use, water demand and local impact grow, communities are increasingly influencing which projects proceed, which are delayed and which fail to get built. In our latest Wider L...
The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).
Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts.
Falling oil prices spurred by hopes for Middle East progress lifted stocks, while yields remain elevated but below overnight peaks. Consumer sentiment data looms after the open.
As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments.
The investment focuses on establishing commercial forests, advancing native forest restoration, and creating long-term value through the sustainable production of high-quality timber, carbon credits,
AI tokens are the world’s newest commodity. But while they share the characteristics of coal, oil and electricity, they are uniquely deflationary. What is more, the market dynamics surrounding them...
Low gas inventories will be a worry throughout the winter ahead.
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