Research Briefing
The nominal goods trade deficit was at its widest in January, signaling businesses had front-loaded goods shipments ahead of new...
Gold
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Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key...
Research Briefing
We upgraded our natural gas price forecasts in the US and Europe due to greater demand from air conditioning over...
Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
Research Briefing
Overall, we are slightly more bullish on commodity prices across the forecast horizon as we expect higher metal prices than...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
