Commodities

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

Global Rates & FX Views: Rates and inflation
  • 28 Sep 2026

Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.

Europe: Forging its own way
  • 28 Sep 2026

By BNP Paribas Asset Management, Chief Market Strategist Daniel Morris. The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe's continued dependency...

The Financial Value of Sustainability for Hydrocarbon Companies: Investigating the Impact of ESG Performance on the Cost of Capital in the Oil and Gas Sector
  • 28 Sep 2026

The relationship between environmental, social, and governance (ESG) performance and financing costs remains underexplored in the global oil and gas (O&G) sector, despite intensifying investor scru...

Week of September 28, 2026
  • 28 Sep 2026

Explore charts on Canada, UK and China growth, US jobs and spending, euro-area inflation, and geopolitical risks to Australian LNG exports.

The Weekly Brief
  • 28 Sep 2026

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...

Consumers resilient but many retail stocks are on the sale rack
  • 26 Sep 2026

Analysis of consumer spending strength, improving lower-income spend, and retail stock valuations amid tariff and energy price concerns.

Can sustainable investing be counterproductive?
  • 25 Sep 2026

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...

Looking to the Futures
  • 25 Sep 2026

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

From the ground up: How we assess miners within our sustainable investing approach
  • 25 Sep 2026

Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts.