Europe’s Energy Shock: Growth in the Crossfire (PGIM)
The latest energy shock is weighing more on Europe’s growth outlook than inflation.
Commodity Markets Outlook
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Oil’s big jump; markets’ small reaction: a risk of mispricing? (FTSE Russell)
Oil prices surged 43%, but markets barely moved - explore mispricing risks, inflation impact and why a prolonged…
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Gold Rush or Fool’s Gold? Three Views on Surging Prices (Capital Group)
Where the price goes from here is a subject of vigorous debate. Was January the peak? Or does it have more room to…
China Gold Market Update: Seasonal Demand Rebound in March (World Gold Council)
A decline in March narrowed gold’s Q1 gain. Wholesale gold demand rebounded notably m/m supported by seasonality.…
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The global crossroads: Geopolitics meet commodity markets
What are the implications of geopolitics on global commodity markets?