Rising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation...

Rising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation...

Our last report laid out the $5.5 trillion capex supercycle and closed by naming the three bottlenecks that could cap...

Margin debt just set another record. In May 2026, investors owed their brokers a combined $1.42 trillion, the highest in...

In quiet FX markets, the coupon becomes the story. Takeaways • G10 FX carry is becoming relevant again as high...

Japanese assets are rallying after the government floated the prospect of the GPIF investing more heavily at home. While the...

Rumours of talks between the US and Iran are dragging down the USD index. The ECB intends to act decisively...

Rising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation...

Just over a year ago, I made the case that the . Goldman Sachs has since published research that, on first...

Rising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation...