Something’s got to give
Investors are searching for relief as rising oil prices, sticky inflation and mounting debt keep global bond yields under pressure. Attention now turns to US …
September 4, 2026
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Drill, baby, drill!
Oil remains the key driver across global markets. Crude prices eased as the US unveiled plans to double Venezuelan production, with Chevron committing $7bn to …
September 3, 2026
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China vs. Everybody
Rising oil prices are fueling global inflation fears and pushing bond yields sharply higher. Meanwhile, global trade tensions are deepening. China found itself increasingly isolated …
September 2, 2026
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Euro area inflation returns past 3%!
September starts on a bearish note as rising oil prices revive inflation concerns, push global yields higher and pressure equity valuations. Strong Q2 earnings remain …
September 1, 2026
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Fed hawks are back
Markets kick off the week under pressure as renewed Middle East tensions push oil prices higher and Fed hawks return following Kevin Warsh’s Jackson Hole …
August 31, 2026
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Walking the fine line
Jackson Hole is centre stage, and Kevin Warsh is walking a very fine line. Sticky inflation and renewed energy price pressures are fuelling hawkish expectations …
August 28, 2026
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