A surprise move
The UAE’s departure from OPEC signals a shift in both energy politics and market strategy.
25 sec read
May 8, 2026
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The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact
The Middle East conflict has lifted oil prices and inflation expectations, but the market reaction so far looks more like...
35 sec read
May 8, 2026
Reacceleration
The US labor market showed fresh signs of strength in April, with payroll growth coming in above expectations and recent...
27 sec read
May 8, 2026
Emerging markets: Resilience and divergence in the face of the latest oil shock
Emerging markets have shown greater resilience to external shocks than in past cycles, and the current Middle East oil shock...
27 sec read
May 7, 2026
Equity Market Commentary - May 2026
The market’s strength is being driven less by headlines and more by improving company fundamentals.
27 sec read
May 7, 2026
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