Markets
Exclusive Beyond geopolitical rocking
Hormuz flows could revive on a proposed Iran-Oman route, easing one geopolitical risk, but Europe’s winter energy risks extend beyond the Middle East.
Research
Exclusive Financials Comment: KBC 2Q26 - strong quarter driving guidance upgrade
KBC delivered a strong Q2, with net income rising 13.2% y/y, supported by broad-based revenue growth and positive operating jaws.
Research
Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Update
New Zealand agribusiness monthly August 2026: Good prices, but plenty to watch
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.
Update
Exclusive GBP squaring the circle
The pound is the third worst performing G10 currency on a 1-month view after the CHF and the USD.
Research
Exclusive Commodity Snapshot — Low & Dangerous Waters
Our commodity snapshot report covering Wheat, Corn, Soybeans, Sugar & Coffee.
Research