CREDITS: Carbon allowance (EUA) prices in the European Union emissions trading scheme (ETS) soared near 30% in a month. These CarbonEmissions briefly traded over the symbolic...

Summary Loosening financial conditions challenges Fed The double-digit stock market rally off June lows is increasingly ‘fighting the Fed’. The equity and bond rally has...

EYE-OF-THE-STORM: Record natgas prices, looming energy rationing, drought, stagflation, recession. Europe is stuck between an economic rock-and-a-hard-place. The energy crisis is...

CHANGE: The latest ‘crypto winter’ has started to ease, after the asset class market cap fell -70% from November. Crypto has since become the $1.1 trillion asset-of-choice leading...

COFFEE: Arabica coffee prices have held near decade highs as consumers did not want to give up their morning brew despite squeezed finances. This has tightened the coffee market,...

With the Bank of England predicting the UK will fall into a five-quarter recession before Christmas and other economies around the world teetering on the edge of recession, we...

GROWTH: Economic growth is hurt by weak productivity. This ‘productivity paradox’ is despite the tech surge. It’s an arcane but crucial concept. There are only two big ways...

Summary Big-tech, small cap, crypto as inflation eases Markets relief rally been validated by peaking US inflation. This has been the biggest investor risk, and is now easing....

PROTEIN: We all need around two portions, or 50g, of protein a day to stay healthy and keep muscle. The 500 million new global mouths to feed forecast by end of this decade...

PEAK: After a string of negative monthly US inflation surprises the fifth was the charm. This positively surprised across-the-board and validates the rally from June lows. Markets...