More than two-thirds of commodities are expected to record price increases in 2026 as a result of the Iran war...
Commodity Prices
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Why are Easter eggs so expensive? Rising cocoa prices, supply shortages, and the Iran war are pushing chocolate prices higher,...
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Research Briefing
Commodity markets move fast, but traditional tracking misses the signals. Monthly forecasts uncover momentum and turning points. Discover the real...
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
Metals are expected to outperform in 2026, while energy and agricultural commodities are set to weaken on average.
A gold medal at the 2026 Winter Olympics is estimated to be worth around US$1,938, almost three times its value...
In this blog, we discuss the implications of the US–Venezuela conflict for both countries’ economies, as well as for global...
Research Briefing
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could...
Forecasting the cotton market goes beyond understanding traditional agricultural metrics and into issues such as trade, energy and global economic...
Research Briefing
Most commodity price forecasts are cut due to tariffs except for gold and battery metals, which show resilience amid global...
Research Briefing
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
Research Briefing
A blanket 25% tariff on Canadian imports to the US could have a significant impact on commodity prices, squeeze profit...
Research Briefing
Our analysis suggests that while a Harris presidency, assuming Democratic control of Congress, would have a minor positive impact on...
Research Briefing
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on...
A recent assessment by the World Bank Group identified the Oxford Economics Model as a superior tool for forecasting commodity...
Research Briefing
The dollar will continue to be supported by a high carry and the relative resilience of the US economy. Even...
Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Research Briefing
US private sector return on investment (ROI) is near 20-year highs, boosted by commodity price strength and business spending on...
