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I think it’s clear by now that Trump 2.0 is going to look different from Trump 1.0. Some areas, like tariffs, look similar to the first time around (though we expect more of them in the second term)....
The Federal Reserve lowered rates by 25bp as expected but trimmed its rate cut expectations for 2025, and this has weighed on the commodities complex. Meanwhile, a somewhat soft weekly oil inventory...
European gas prices came under further pressure as ongoing discussions on Russian gas flows via Ukraine, stronger LNG imports and milder weather forecasts eased any immediate supply concerns. Other...
Copper and other base metals slipped on Tuesday morning amid the strengthening dollar after Trump vowed additional tariffs Metals – Trump Vows More Tariffs US President-elect Donald Trump said in a...
Brent settled flat yesterday despite rising tension between Russia and Ukraine. Developments related to Iran’s nuclear program likely countered some of the geopolitical risk Energy – Iran Counters...
The complex came under pressure on Friday after the market was left disappointed with the Chinese government’s debt package Energy – European Natural Gas Rallies Oil prices came under pressure on...
I know things feel pretty tense right now. But don’t be pulled into the trap of thinking everything is up in the air these days. Truth is, there are always rock-solid trends out there that no one can...
The oil market sold off aggressively yesterday after Israel’s measured response over the weekend. While it is still not clear if and how Iran will retaliate, the market is clearly of the view that...
How about two bold election predictions—and two payouts that will thrive regardless of the results? My first forecast: Americans will still want to eat food after November. Inflation is a hot topic...
Crude oil traded higher this morning on rising geopolitical conflicts in the Middle East. A constructive API report also further helped to lift sentiment in the oil market Energy – Oil risk Premium...
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