Executive SummaryThe remains cyclically supported in 2026 due to capital inflows tied to industrial policy, tariff restructuring, reshoring incentives, relative...

rose to 159.29 on Friday, marking one of the weakest levels for the since July 2024. The yen’s decline is...

The fate of the eurozone economy depends on oil prices. Japan warns of currency interventions. The is poised to mark...

The Middle East war and closure of the Strait of Hormuz—a route for about 20% of global oil and LNG...

The world’s oil and gas markets are on a knife’s edge, waiting on the fate of the Strait of Hormuz—once...

Gold Mid-Tiers’ Q4’25 Fundamentals Mid-tier and junior gold miners have mostly wrapped up reporting this industry’s best quarter ever by...

Nearly two weeks in, the ongoing war in Iran offers investors some confusing signals that may make it tough to...

Events are moving fast in the Middle East. Over the past week, I did several interviews on the risks higher...

Crude oil prices were on course for another weekly gain today, despite a temporary dip following the announcement of a...

The Middle East conflict will push up prices, but it will also likely harm US growth and job prospects. We...