Pricing in production sectors has winners and losers. Nevertheless, the current turmoil in the Middle East will bring price ...

Europe’s most energy‑intensive sectors have been hit hard, but the 2022 crisis lowered oil and gas dependence and left firms ...

There are few signs of de-escalation or a resumption in energy flows from the Persian Gulf. We have updated our scenarios for oil and gas markets ...

Thursday's European Central Bank meeting could also prove mildly hawkish. But the difference to the Fed is that the market already prices close to 50bp of ECB rate hikes this year. In turn, the bar is ...

Aluminium Bahrain (Alba) has initiated a phased production shutdown, citing ongoing supply and transit disruptions stemming from the closure of the Strait of Hormuz. The company said it shut three ...

China's real GDP growth has benefited from a negative GDP deflator for the past 10 quarters. If this returns to positive levels, which positive CPI and PPI would suggest, nominal growth will need to ...

The Bank of England will be sensitive to the energy price spike Out of all the central banks, it’s tempting to say that the ...

China's exports grew by 21.8% year-on-year in the first two months of 2026, up from 5.5% in 2025, well above market ...

Persian Gulf energy supply shock sparks flashbacks to 2022. Europe had just about shaken off memories of the 2022 energy ...

USD: A welcome reprieve 'Turnaround Monday' saw risk assets bounce substantially from intraday lows as policymakers did what ...

Copper prices have come under pressure in recent weeks as macro headwinds combine with softer physical demand signals ...

The IEA is reportedly proposing the largest ever oil stockpile release, which may keep oil volatility capped for now, despite ...