Commodities After COVID

Caroline Bain, James O’Rourke and Kieran Clancy look beyond the pandemic to address the future for commodities. While the discussion focuses – with good reason – on the demand impact of China, the team also explores the challenging outlook for oil in a post-COVID world.

Forecasting near-term moves in the carbon price

A primer on the EU’s emissions trading scheme

Market implications of Trump 2.0

Biggest post-CPI yield fall in a year may be just the start

Europe Drop-In: Why the ECB will cut rates by more than most expect

FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY

Europe Drop-In: Germany’s economic future – Is the ‘sick man’ healing?

Commodities Drop-In: Geopolitical risk and the commodities price outlook