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China
United States
The Commodities Feed: Bearish supply outlook vs improved sentiment

The Commodities Feed: Bearish supply outlook vs improved sentiment

Markets balance pause in US-China tariffs with supply dynamics
Rates
Rates Spark
Rates Spark: Vote on Dutch pension reforms postponed

Rates Spark: Vote on Dutch pension reforms postponed

Global risk sentiment lifts yields higher, and whilst uncertainty is high, we adopt a bearish view on US and eurozone rates
AI
AI Monthly: The productivity frontrunners

AI Monthly: The productivity frontrunners

AI may boost productivity but we could see uneven gains between countries

Commodities, Food & Agri
Industrial metals breathe a sigh of relief after China-US trade truce
Industrial metals breathe a sigh of relief after China-US trade truce
China
Trade
United States
China-US trade ceasefire offers a welcome boost to the outlook
China-US trade ceasefire offers a welcome boost to the outlook
Commodities daily
Commodities Feed: Risk on after US and China lower tariffs
Commodities Feed: Risk on after US and China lower tariffs
Turkey
Monitoring Turkey: A challenging picture for policymakers
Monitoring Turkey: A challenging picture for policymakers