Global markets are fixated on disruption in the Strait of Hormuz. The attention is justified. Energy flows through that corridor matter…
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We have revised our oil price forecasts higher as peace talks between the US and Iran stall, and with no…
Markets expected a BOJ hold, but the detail beneath the decision was far more hawkish than the headline suggestsBOJ hold…
The recent 50% rally in the , with an unprecedented 18 consecutive up days, has been a sight to behold,…
Earnings announcements and guidance are expected to overpower Wall Street since five of the Magnificent Seven stocks are reporting this…
Fears about “inflation” the war-driven rise in prices of certain commodities and their knock-on effects have bounced Treasury yields a…
This is the most important week of earnings. On Wednesday, we will get Alphabet (GOOG), Microsoft (MSFT), Amazon (AMZN), and Meta…
We lowered the S&P 500 Information Technology and Communication Services sectors from overweight to market weight on December 7, 2025.…
Economic activity appears set to recover in this week’s initial estimate of first‑quarter , based on the median nowcast from…
Oil holds firm as Strait disruptions persist and diplomatic progress remains limited. Geopolitical risk premium stays elevated with tanker incidents…