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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...
Our annual professional investor survey has revealed some interesting results. Firstly, more investors are in commodities this year (79% in 2024 vs. 71% in 2023). That is unsurprising given how 2023...
Energy markets are trying to digest what a Trump presidency means for oil and gas prices. While the bulk of Trump’s policies are expected to be bearish for prices, the key upside risk is how the...
We expect oil and European gas prices to fall throughout 2025, with both balances looking more comfortable. The macro and geopolitical backdrop suggests there is more upside for gold OPEC+ Delayed...
Oil prices are trading stronger this morning after OPEC+ members delayed a supply increase by another month Energy - OPEC Supply Increase Delayed Oil prices are trading stronger this morning with ICE...
Energy – Large US crude build Having sold off more than 1.4% yesterday, ICE Brent bounced back this morning and edged towards $76/bbl. The market continues to be caught between supply risks related...
Metals – Gold breaks above $2,700 for first time Gold broke above $2,700/oz for the first time amid concerns over escalating tensions in the Middle East and ahead of the US election. Traders are...
Energy – API reports oil inventory draws NYMEX WTI hovered near $70/bbl while ICE (NYSE:ICE) Brent was trading just below $75/bbl this morning as market participants await fresh updates from the...
UK services inflation has fallen below 5% for the first time since May 2022 and that’s potentially big news for the Bank of England. Remember this is, by some distance, the most important input into...
JPMorgan European Discovery Trust (JEDT) invests in European small-cap companies (excluding UK). European small caps have outperformed most other markets over the long term, although they...
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