Energy, Food, and War in Eastern Europe

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ...  Show more

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk assets. They run through the charts to identify which tokens continue to show relati ...  Show more

As markets react to the conflict between Russia and Ukraine, price moves for corn, wheat, oil and metals may mean new inflationary pressures for central banks to contend with in the coming months.

Important note regarding economic sanctions. This research ...

Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ...

Russia’s invasion of Ukraine has pushed global prices, which were already climbing, even higher. As America’s central bank raises its target interest rate for the first time in four years, we break down the challenges facing central bankers. In the fourth instalment of our Fre ...

The International Energy Agency will hold an emergency meeting to discuss whether to release oil from strategic stocks to offset rising energy prices caused by Russia’s invasion of Ukraine, Russian financial markets have descended into turmoil after western sanctions over the ...