The more serious exchange of fire in the Gulf and the jump in oil yesterday have seen far less of a reaction in FX than in ...

Sustainable aviation fuel (SAF) remains the leading solution for cutting emissions, but adoption is still moving slowly. The ...

While household spending has picked up modestly in recent quarters, Europeans continue to save a much larger share of their ...

Supply risks are easing. This week’s price action illustrates how market expectations have shifted. Renewed tensions in the ...

Rate markets are still following the standard playbook, which means the higher oil prices are keeping inflation expectations ...

With growth holding up and inflation on a higher trajectory, the Bank of Korea is poised to begin a new tightening cycle on ...

We target the BoJ to eventually get to 2%, while the BoK gets to 3.5%, with the latter more probable than the former ...

Oil supply recovery clashes with weak Chinese buying. The oil market came under significant pressure following the Memorandum ...

As grids struggle to keep up power demand growth, heavy electricity users need to make their demand smarter and more flexible ...

The CNY has been one of the top performers so far in 2026. With upside risks increasingly reflected in current valuations, we ...

James Smith checks in on the predictions we got right at the start of 2026. And the ones that would have been perfect, had ...

Will China’s economy continue to diverge in 2H? The divergence of China’s economy continues to widen. This trend is ...