Source intel on energy, metals, and raw materials markets – plus more
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
We discuss how oil prices, US inflation, and geopolitical tensions are impacting rates, and look at rates under 3 key geopolitical scenarios.
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...
EMD report Q2 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...
Artificial intelligence and the digital economy are driving unprecedented demand for electricity...
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.
As global index investing expands, agile FX hedging is increasingly vital. This article explores how FX futures can enhance currency risk management.
Canadian bond markets halted their advance in March, following a surge in near-term inflation expectations driven by rising energy prices amid heightened tensions in the Middle East and concerns ar...
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