US manufacturing orders-to-inventories ratio signals global growth recovery and production rebound
US inflation expectations have normalised near 2%, supporting Fed rate cuts if they remain anchored
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…
