16/04/2026 Economy & Markets Asia and the energy shock This analysis of Asia and the energy shock shows how spikes in oil and gas prices are affecting inflation, fiscal balances, and vulnerable sectors across...
13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
11/02/2026 Economy & Markets What could a Warsh-led Fed mean for markets? Commodity volatility amid the Fed's new chair.
11/02/2026 Economy & Markets Gold, silver, copper, oil: forces shaping the market Commodity volatility amid the Fed's new chair.
15/01/2026 Geopolitics Geopolitics: power as policy In 2026, power politics is raising risks for investors as critical resources and military might increasingly shape policy.
15/12/2025 Economy & Markets Germany: from crisis comes opportunity Despite prolonged stagnation and sectoral weakness, a large fiscal package and potential reforms may spur growth from 2026; we assess fiscal execution...
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...