Source intel on energy, metals, and raw materials markets – plus more
Escalating Iranian attacks on tankers in the Strait of Hormuz pushed Brent crude oil prices above $100 per barrel and kept global bond yields elevated, weighing on risk assets for much of the week....
The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).
Stocks were set to open lower after signs of escalation in the Middle East and comments from a top Federal Reserve official sent oil prices and yields higher.
We are still bullish about AI technology—we are just less bullish about the business model and the funding requirements that go with it. We expect it to be a game changer in many industries, but we...
Persistent inflation, higher yields and AI investment are reshaping markets. Central banks and AI guide Amundi's selective, diversified positioning across bonds, equities, credit, currencies and co...
The US Federal Reserve (Fed) raised interest rates by 25 basis points (bp) to a range of 3.75-4.00% on 16 September [...]
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation e...
Brown Advisory says that a year ago it argued energy's future wouldn't come down to choosing between traditional and renewable sources. Rising demand, energy-security priorities, and decarbonizatio...
Headlines over the summer were challenging for Europe. Hope for resolution in the US-Iran conflict peaked at the start of July, with oil prices falling close to
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