Metals
Global Daily: The Wrath of Kharg
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war...
Newsletter
Energy Insights of the Week
In the wake of the U.S. - Iran conflict, we are raising our energy price forecasts.
Research
Global Daily: What's the Warsh that could happen?
The DXY is dealing firmer this morning and precious metals continue to be flogged like the family silver after Donald Trump confirmed the nomination of Kevin Warsh...
Newsletter
Global Daily: TechnoFEDalism
The US Federal Reserve’s rate setting committee left the Fed Funds rate unchanged at 3.50-3.75%...
Newsletter
Exclusive Soft drinks: Cost of goods sold dashboard 2H 2025
Soft Drinks COGS remain stable overall, but volatility in categories and inputs persists. Tariffs and climate risks stress the need for flexibility and diversification.
Research
Exclusive Don't Worry, Be Happy!
Tariffs and sanctions are not the bullish market movers that many expect.
Research