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The oil market has remained surprisingly calm despite the recent geopolitical tensions in the Middle East. What are the dynamics at play here? And looking ahead, how might the oil and gas industry evolve as we head into a new era of energy transition and electric vehicles? In this episode,...
Published 04/26/24
As gold prices hit record highs, we are joined in the studio by Carsten Menke, Head of Next Generation Research, and Chris Irwin, Head of FX and Precious Metals Trading Asia, to discuss the causes and consequences of the metal’s remarkable rally.
Published 04/24/24
The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could remain sticky. We look for rate cuts in September, November and December, and for treasury yields to come down a little bit. Technology stocks are...
Published 04/22/24