AI-related spending is giving a significant boost to aggregate demand and GDP growth in some countries. The biggest beneficiaries so far are the US, where the bulk of the spending is occurring, and...

Extreme volatility in front-month oil prices has captured the headlines, but there have also been large moves in the shape of the oil futures curve and in the options market. As it stands, investors...

While the outbreak of the war in the Middle East has led to a surge in volatility across most major asset classes, there are limited signs of distress in core money markets. That may change if the war...

A record-breaking release of emergency oil reserves could cushion a lack of supply from the Middle East and provide some relief to oil prices. However, this would prove temporary with prices likely to...