Global oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively blocked. Record US oil exports and a significant drop in Chinese demand are ...

Most AI bear cases share a common DNA: circular financing between hyperscalers and model builders, earnings expectations set too high, or valuation reset on the highest-multiple names. Joe Brusuelas, ...

Higher input costs and a potential El Niño weather event are combining to increase the risk of significant food price ...

Oil futures remain well below physical prices, suggesting markets are underestimating the scale and duration of the Middle East supply shock. Crude cargoes outside the Gulf are trading at extreme ...

As decentralized digital assets, cryptocurrencies are largely determined by investor behaviour and macroeconomic trends. However, crypto prices may also shift due to supply-side events. Halvings, ...

The most obvious way that the current supply shock differs from previous such shocks is that it constitutes the largest oil and natural gas supply disruption on record. Another differentiating feature ...

A period of disruption on the order of 20% of global oil supplies would be unprecedented in modern history. While the outlook remains highly uncertain, each passing week increases the global economic ...

Federal Reserve Chair Jerome Powell said that the U.S. economy is facing a supply shock from the disruption of Middle East oil supplies after previous shocks like the COVID-19 pandemic and tariffs ...

The Iran war triggered one of the biggest shocks to the global aluminum market, raising fears of widespread smelter shutdowns ...

Bitcoin continues to grab many of the headlines in crypto, as the biggest token dominates the scene. According to some sources, recent movements in the market suggest that demand could soon outstrip ...