Data Bytes
Unlock Clarity on Agriculture in an Uncertain World
As severe weather and rising costs challenge global agriculture, emerging markets now drive 90% of global food demand. In our latest video, we explore how agricultural trade flows are shifting.
Data Bytes
Gold in a World on Edge: Supply, Demand & Safe-Haven Trends
Central banks are a key source of demand, but jewelry and industrial uses remain important factors in pricing. On the production side, the ranking of major gold-mining nations has been in flux while overall output remains flat.
Reports
Thailand FX reserve strength means cheaper borrowing versus ASEAN peers
Reports
UK swap rates show market bets on two BOE rate cuts this year
Reports
Japan's inflation-hit voters punish the LDP ahead of Ishiba's trade deal
Articles
Chinese steelmakers: from global growth to market pivot
Data Bytes
LNG: Who’s Buying, Who’s Supplying, What’s Next?
In our latest video on demand, our expert breaks down what’s shaping the LNG market.
Data Bytes
Unlock Oil Alpha: The Datasets Your Models Are Missing
The price of crude is a barometer for the world economy; recession and trade war fears have shown up in lower prices. On the demand side, emerging markets now drive more than 90% of the growth in demand.
Data Bytes
Copper’s next big shift: Is your model ready?
Copper is one of the world’s most critical industrial metals and a key signal for the global economy.
Reports
US home sales remain sluggish amid elevated mortgage rates
The doldrums persist for the US housing market. Affordability has plunged to its worst level in decades (especially for first-time buyers, as we have highlighted previously).
Reports
Malaysia rate cut was likely influenced by bank liquidity stress
Malaysia's central bank recently loosened monetary policy. While an appreciating currency is lessening the risks of imported inflation, and policymakers want to cushion the economy against Donald Trump's trade war, the Bank Negara Malaysia (BNM) also probably factored in stresses facing the banking system.
Reports
India's food deflation likely predicts further easing in the CPI – and by the RBI
Indian food prices are getting cheaper by the day. That's important for the overall inflation rate -- and the likelihood of more interest-rate cuts.