Commodities
OPEC+ and the New Geopolitics of Oil
A measured production increase signals confidence in demand — and a quiet recalibration of the cartel's relationship with Washington.
James Holloway·6 min read
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› OPEC+ and the New Geopolitics of Oil› Gold Shines as Central Banks Rewrite the Reserve Playbook› S&P 500 Marches to New Highs on AI and Easing Cycle› Treasury Curve Bull-Steepens as Front End Prices In Aggressive Easing› Copper Surges to Record on Tight Supply and Energy Transition Demand› Hong Kong Tech Index Posts Best Month Since 2017
Analysis · Commodities
Copper Surges to Record on Tight Supply and Energy Transition Demand
LME three-month copper crosses $11,500 a tonne as Chinese smelter cuts collide with grid investment from Texas to Tamil Nadu.
Samuel Okonkwo
Analysis · Equities
Hong Kong Tech Index Posts Best Month Since 2017
A more conciliatory regulatory tone from Beijing combines with attractive valuations to draw long-only capital back to Chinese internet platforms.
Eleanor Whitcombe
Analysis · Foreign Exchange
Dollar Index Posts Worst Month in Two Years as Easing Cycle Accelerates
DXY breaches 100 as rate differentials narrow, with carry trades into emerging markets the principal beneficiary.
Marcus Chen
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Editor's Selection
Equities
European Defence Stocks Hit Fresh Highs on Sustained Rearmament
Rheinmetall, BAE Systems, Leonardo and Saab continue to outperform as the European Defence Fund disburses long-promised allocations.
Priya Ramanathan·8 min read
Commodities
Oil Holds Range-Bound as OPEC+ Discipline Offsets Demand Concerns
Brent settles near $84 as Saudi-led output restraint balances cooling Chinese consumption and rising non-OPEC supply.
Khalid Al-Mansouri·9 min read
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