The oil market prices in a quick recovery of Persian Gulf supplies. The Memorandum of Understanding (MoU) between the US and ...

Renewed US–Iran tensions failed to materially lift oil prices. The two sides exchanged strikes over the weekend after attacks ...

The recent heatwave in Europe brought back memories of the pandemic lockdowns. This time, however, it wasn’t a virus but ...

Elsewhere, we don’t expect the Sintra forum to deliver any dovish tilt by the ECB ahead of a key CPI test on Thursday. We ...

AI-driven data centre expansion is reshaping energy demand, infrastructure needs, and local economies across the US ...

However, gold’s weakness highlights the extent to which markets have shifted their focus from safe-haven demand towards the ...

Since the sentiment jitters originated in Asia and are centred on semiconductor stocks, the Aussie and Kiwi dollar have been ...

A significantly larger amount of Dutch pension assets will transition in 2027, and we could start seeing more 10s30s ...

Political uncertainty adds to risk premium in gilt yields. Starmer’s resignation is now official, but we’re still in guessing ...

Falling transactions, weaker mortgage activity and rising rates point to a cooling market and slower price growth ...

Middle Eastern output – around 10% of global supply – fell 35% YoY in April, although higher production in China may partly ...

A more hawkish-than-anticipated FOMC meeting fuelled market expectations of a Fed rate hike. But the inflation backdrop ...