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Stagflation rewrites the hedge book as oil breaks old safe havens

Stagflation rewrites the hedge book as oil breaks old safe havens

Brent longs are at a six-year high, the USD is…

A brief war calm sparks record bond rush

A brief war calm sparks record bond rush

US-Iran war and AI threats add pressure to global credit

US-Iran war and AI threats add pressure to global credit

A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC

A more nuanced look into the impact of the Strait of Hormuz’s closure on the GCC

“Sell America, buy Asia” trade interrupted as oil and war risk reset the outlook

“Sell America, buy Asia” trade interrupted as oil and war risk reset the outlook

Private markets’ boom years might be over, now comes the reckoning

Private markets’ boom years might be over, now comes the reckoning

Energy spike rekindles inflation fears, prompting bond rout

Energy spike rekindles inflation fears, prompting bond rout

Global investors turn sour on EMs after record-setting rally amid regional war

Global investors turn sour on EMs after record-setting rally amid regional war

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