Geopolitics

Global Daily: Groundhog Day
It’s Monday morning again and it feels like Groundhog Day as I sit down to write that the US President has (again) halted strikes on Iran...
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Exclusive The Only Way Out is Through
Research

All talk and no hike
Today’s FOMC meeting was all talk and no action.
Research

Global Daily: Circle of Life
Active Brent crude futures fell by almost 5% yesterday as the US extended its pause on striking Iran...
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Global Daily: Massive Relax?
Oil futures are being offered this morning after President Trump on Friday declined to continue strikes on Iran...
Newsletter

Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets
The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.
Research
