US shale output is hitting records, keeping oil prices in check as SPR refills lag
Oil has remained range-bound despite Middle East tensions, reflecting more diversified supply and reduced global…
Red Sea disruptions are lifting shipping costs, but the inflation hit is far below the…
US money market assets are at record highs, implying large cash overhang that could support…
Gold’s strong risk-adjusted returns and post-rate-hike tailwinds point to further upside despite its polarising reputation
Limited global policy divergence and stronger US growth should keep the dollar range-bound, supporting risk…
Falling CPI ex-shelter signals mild deflation, explaining the Fed’s pivot toward rate cuts and supportive…
“Table Mountain” vs “Matterhorn” = rates steady vs sharp cuts, with history pointing to earlier…
