With reports suggesting that a deal to reopen the Strait of Hormuz again is “imminent”, this Update revisits analysis from June and outlines five key factors to watch over the coming weeks and months.

An AI earnings bust need not be synonymous with a macroeconomic bust. Some scenarios – such as falling AI prices or higher input costs – would mainly redistribute income between AI producers and users...

We recently hosted an online Drop-In to review the latest Fed, Bank of England and ECB decisions and what their communications imply. (Recording here.) This Update provides answers to the questions...

The sharp reduction in China’s crude imports has been a key factor keeping a lid on global oil prices, and we suspect that it can sustain historically low imports for many more months. However, this...