Commodities

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

Fed Holds Rates Steady: A Matter of Time
  • 28 Oct 2026

The Federal Reserve (Fed) held rates steady at 3.75–4.00%, even as markets price in more tightening amid persistent inflation. Sharp commodity moves and mixed growth signals are making the Fed's ob...

Bank of Canada Hikes to Contain Energy Spillover Risks
  • 28 Oct 2026

Explore the factors behind the Bank of Canada's latest rate hike and what the decision could signal for the path ahead.

Gold is down 26%. Is this 1975 again?
  • 28 Oct 2026

Normal depth. Uncomfortable duration. What the 1970s say about when gold could turn.

Uranium Miners: A Liquidity Shock, Not a Broken Thesis
  • 28 Oct 2026

Uranium miners have sold off sharply even as spot uranium prices remain firm and long-term contract prices reach record levels. We examine why liquidity

Energy transition: Why we believe execution matters as much as technology
  • 28 Oct 2026

The energy transition is no longer just a technology, but an execution story.

Fixed Income Perspectives: Rethinking Higher Rates in a Resilient Economy
  • 28 Oct 2026

Key Takeaways Unlike in 2022, today's higher rates are more tied to resilient growth than an intensifying inflation shock. Growth has remained robust despite higher rates and elevated energy prices...

ETF Commodity Digest – Monthly Update
  • 27 Oct 2026

Explore the latest commodity market trends, price drivers and developments shaping the outlook for investors in our monthly Commodity Digest.

Global Rates & FX Views: Central banks & budgets
  • 27 Oct 2026

Sphia Salim and our Global Economists discussed the upcoming central bank meetings across the Fed, BoC, ECB and BoJ, including how policymakers were navigating uncertainty on the energy front and e...

Must Read Research: Debt, Defensives, Energy and the AI Buildout
  • 27 Oct 2026

In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the rising price tag behind some of today's biggest market themes. America's annual interest bill has do...