Macro Insights Q3 2026: Sentiment, Politics & Market Positioning (Fisher Investments)
While further volatility is possible, the global equity bull market should continue through 2027. The backdrop for…
Commodity Markets Outlook
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Why Are Central Banks Moving Their Gold Reserves? (World Gold Council)
On 2 September, De Nederlandsche Bank (DNB) announced that it had transferred approximately 86t of gold from New…
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Six Charts to Explain the Global Energy Crisis (CSIS)
The status of the Strait of Hormuz remains dynamic, but several factors can shape energy markets in the short to…
Chokepoints and Pressure Points : What Is Breaking and Reshaping Global Energy Markets (Allianz)
The ongoing oil-price shock shouldn’t prove structural, with flows likely to normalize in 2027. But several…
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