China Premier Li Qiang pledges national treatment for foreign firms
Li Qiang called China a “cornerstone of certainty” as it posts a record $1.2T trade surplus that raises the odds of tariffs, probes and de-risking.
2 min read
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China Premier Li Qiang pledges national treatment for foreign firms
Li Qiang called China a “cornerstone of certainty” as it posts a record $1.2T trade surplus that raises the odds of tariffs, probes and de-risking.
2 min read
Markets
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Oil spike rattles markets; Brent at $112 and 10-year yield at 4.39%
US stocks and bonds fell as Brent oil settled at $112.19 and the 10-year Treasury yield rose to 4.39%, while gold slid more than 10% for the week.
3 min read
Iran war: markets signal inflation fears, not a safe-haven rush
Brent crude settled at $112.19 a barrel, the 10-year Treasury yield hit 4.39% and the S&P 500 fell 1.51% as markets weighed oil-driven inflation.
2 min read
U.S. and Israel launch most intense airstrikes inside Iran
The United States and Israel launched intense airstrikes inside Iran. Oil spiked near $120 a barrel and global markets rallied and fell in response.
2 min read
Company Deep Dive
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Sector Transformation
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The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
3 min read
The Future of Energy: From hydrocarbons to nuclear resurgence
This analysis explores the transition from hydrocarbons to nuclear energy while highlighting core drivers and investor relevant tradeoffs for capital allocation.
3 min read
Historical Analysis
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