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Commodities

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The Weekly Brief

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 accelerating sharply in April. While a sizeable pick-up had been expected owing to higher energy bills, water bills, employer…

The archive

All Commodities insights.

Source Title Topics Published Actions
World Gold Council Gold Demand Trends: Q3 2026
World Gold Council Gold Demand Trends: India Focus Q3 2026
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
TrinityBridge First, do no harm
S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
S&P Global India's crude imports hit record high in Oct as refiners stock up for festivals, product exports
Nuveen Fed holds, but Treasuries rally on safety
S&P Dow Jones Indices Quality and Diversification across Developed Markets outside the U.S.
S&P Global Indonesia signals further nickel ore quota cuts as global surplus weighs on prices
S&P Global Indonesia thermal coal tightness shifts from underground to above ground
Standard Chartered Gold in focus: Five forces changing the market
Franklin Templeton Flash Insights: Strong Growth, Emerging Cracks
Royal London The Investable Transition: why the energy transition will happen at the speed of economics, not ambition
SuMi Trust AM Market Review for October 2026
Allspring Global Investments Fed Holds Rates Steady: A Matter of Time
CI Global Asset Management Bank of Canada Hikes to Contain Energy Spillover Risks
MarketVector Gold is down 26%. Is this 1975 again?
Sprott Uranium Miners: A Liquidity Shock, Not a Broken Thesis
Vontobel Energy transition: Why we believe execution matters as much as technology
Voya IM Fixed Income Perspectives: Rethinking Higher Rates in a Resilient Economy
Invesco ETF Commodity Digest – Monthly Update
Bank of America Global Rates & FX Views: Central banks & budgets
Bank of America Must Read Research: Debt, Defensives, Energy and the AI Buildout

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