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Category: Charts & Data Highlights

Cost Cuts

Lithium prices fell sharply from 2023–25, driving EV adoption. Supply constraints have since pushed battery…

An Electric Trend

China's electricity production since 2000 reveals a structural rise in demand driven by a large,…

Secure Transition

Why geopolitics is driving the energy transition and why clean energy has outperformed oil stocks…

Bonds Behaving...Well

Stable yields and credit spreads signal healthy liquidity, reducing the risk of a major equity…

Potential Earnings

Leading indicators suggest macro fundamentals are holding up better than feared, supporting the earnings growth…

Too Rich?

US valuations look manageable, but ambitious profit growth forecasts leave little margin for error

Nervy Starters

Despite the Gulf conflict, equity markets hold firm echoing last year's H1 sell-off and recovery

Defence First

Global Defence Spending - Why Military Budgets Are Set to Rise Further