There is no substitute for confidence. The market, both secured and unsecured, has seen an incredible return to form over the past week.

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YOU get a deal and YOU get a deal. Trump seems to be making deals these days as Oprah once gave away cars. Yet the mutual benefit is not always obvious and in any case skewed. Mutual benefit is ...

Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

On May 15, Banxico announced its decision to cut the overnight policy rate by 50bp from 9.00% to 8.50%.

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...

Tech names drove the NASDAQ and S&P500 to further gains yesterday, while the Dow Jones fell for a second-straight session. Semiconductors performed especially well as fund managers caught underweight ...

The NASDAQ and S&P500 pumped higher yesterday as trade war détente and a lower-than-expected US CPI print fuelled optimism. The S&P500 is now in the black year-to-date and the NASDAQ is in bull market ...

We expect Banxico to cut the policy rate 50bp for the third consecutive time at the May 15 meeting. Bloomberg surveyed 30 analysts, including ourselves, who are unanimous ...

Equity markets soared, as did bond yields and the US dollar, while gold and Bitcoin dropped following the US and China taking down their tariffs by 115 percentage points to 30% for the US (on top of ...

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.

California’s battery storage market is evolving fast. With over 12.5GW online and 25GW in the pipeline, CAISO is a global benchmark – but rising saturation, tighter margins, and shifting policy ...