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Category: Charts & Data Highlights

Elevated Energy?

Energy Prices Lag the Commodity Rally - Risks are Building

Base Jumping

Base Metals Rally Despite Slowing Chinese Economic Growth

Hi-Ho, Higher?

Understanding the Gold-Silver Ratio – What’s Next For Precious Metals

Redundant Real Yields

Gold Price Decouples From Real Yields As Structural Demand Takes Hold

Exuberant EM’s

Emerging markets outshine as US valuations stretch

US Recession Risk in 2026

Recession watch

Forecourt Fatigue

US gasoline prices steady; risks to 2026 inflation

Even Expectations

Inflation expectations key to markets in 2026