Markets
Exclusive USD/JPY - milestone
The BoJ appears to have entered a new phase.
Research
Exclusive Commodity snapshot - Votes and boats
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Research
Exclusive Energy Markets Update: Why is Everything Expensive?
U.S. War in Iran is about to reach a new stage of escalation, keeping oil prices elevated.
Research
From Hormuz to El Niño: Global disruption, not wheat shortages, is driving Australian wheat prices
Markets are pricing in disruption rather than a wheat shortage, with implications for Australian wheat prices, costs and farm margins.
Research
Exclusive EUR/GBP - fiscal focus
France’s political and fiscal issues are arguably in a more difficult position currently than those of the UK.
Research
Exclusive Credit Compass: A French reckoning
While the French event risk surrounding the budget negotiations and upcoming presidential elections were no surprise, we suspect few anticipated such a rapid reaction.
Update