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Brent crude holds above USD 105/b even as prices drift about 0.6% lower to USD 105.33/b, with WTI down 0.7% at USD 97.30/b and on track for a near 6% weekly gain after Hurricane Isaias. EIA data show a 300k b/d US production drop, an 8.6m bbl fall in…
Brent trades near USD 104.70/b and WTI near USD 94.32/b as demand concerns offset Middle East geopolitical risk; the IEA now sees 2026 oil demand falling 2.6m b/d. Gold slumped over 1.3% to USD 4,105/oz after US September core CPI accelerated to 2.6% y/y,…
September US headline CPI reaccelerated to 3.7% year on year, above the 3.6% forecast, with gasoline up 34.2%. The 2-year Treasury yield spiked 16bp before reversing to about 4.73%, and the 10-year fell below 5.11% as weak risk sentiment drove a haven bid.…
OCBC Research argues the 2026 US midterms are a contest of weakness: Democrats are favoured to win both chambers, with the Democratic-sweep scenario carrying a 62% implied probability on Polymarket, but dissatisfaction with Republicans, not enthusiasm for…
Natixis argues that surging AI data center electricity demand, set to more than double globally from 415 TWh in 2024 to 945 TWh by 2030, will strain US, European and Japanese power infrastructure, where data centers could absorb 48%, 28% and 66% of…
OCBC's weekly macro view sees global demand stabilising unevenly, led by AI investment. The Fed keeps further rate hikes in play, supporting the USD but capping breakout odds, while French fiscal fears cap EUR upside. Indonesia's headline CPI rose to 3.3% YoY…
The November 3 midterms could end unified government. The baseline, a Democratic House and a neck-and-neck Senate, implies legislative gridlock while the White House keeps leeway on tariffs, immigration, deregulation and foreign policy. Fiscal sticking…
Oil rose 2% on reports the US could resume strikes on Iran before mid-term elections, with Brent above $102.30/bbl and WTI near $90/bbl. Attacks on shipping in the Strait of Hormuz and Gulf increased, and a tanker was stuck north of Qatar. EIA reported a…
The MOVE index fell 7.39% to 105.21 — its second-largest one-session drop on record — while the 10-year yield barely moved at 5.31% and the 30-year at 5.68%. Equity volatility is already exhausted: VVIX at 82.59 is lower than all 60 stored sessions. Saxo…
The S&P 500 rose 0.58% to a fourth straight record close of 7,818.93, while volatility eased across tenors and the MOVE index fell 7.39%. The US trade deficit widened 13.7% to $105.6 billion, above consensus. Brent crude traded near $101.5 after reversing a…
US August trade deficit widened 13.7% to USD105.6bn on a USD2.4bn semiconductor import jump, underscoring the AI build-out. German factory orders fell 10.6% MoM. BoJ's Ueda flagged broadening inflation but tied further hikes to data; Fed's Daly conditioned…
Brent is holding above $100 despite Middle East exports recovering near pre-war levels, as EIA now projects non-OPEC+ supply outside the region to fall about 0.5 mb/d in 2026 before rebounding 3.4 mb/d in 2027. CBA's John Oh cites Hormuz tanker-attack risk…
The oil market is caught between improving Persian Gulf supply and continued attacks on ships, with ICE Brent dipping toward $97/bbl before settling above $100/bbl. Middle distillates have weakened as the ICE gasoil crack fell to about $73/bbl from over…
Brent for December delivery trades near USD 101.60/b, up about 1%, and WTI is back above USD 90/b, up around 0.8%, as fighting in Yemen and the Bab al Mandeb waterway offset recovering Gulf flows. The API reported a 2.1m bbl draw in US commercial crude…
The Iran war and lost Russian refining capacity pushed diesel prices far beyond the move implied by crude oil, flipping the historical diesel-oil spread correlation positive. Using local projections that isolate diesel-specific shocks, Scotiabank estimates a…
Natixis finds that extensive Chinese policy support has lowered financing costs but failed to reignite demand, confidence or profitable investment. Corporate health remained below pre-pandemic levels through H1 2026, though mild stabilization emerged. The…
Oil softened with NYMEX WTI under $90/bbl as Saudi Yanbu loadings resumed and EIA reported a 922k-barrel US crude build, versus a 455k-barrel draw expected. Gasoline and distillate stocks fell 1.68m and 2.25m barrels. LME copper rose a third month on tight…
Natixis' China Corporate Monitor 2026 argues that wide-ranging monetary, fiscal, property and consumption support has lowered financing pressure and stabilized parts of the economy, but has failed to ignite a corporate recovery. Weaker domestic demand has…
Westpac's September 2026 Housing Pulse says Australia's housing correction has broadened and intensified since early 2026. Turnover may be stabilising but at a weak level, with prices still falling. With underlying inflation above the RBA's 2-3% target and…
Commodity markets remain distorted by persistent conflicts, but fundamentals are gaining weight. Physical crude rebalancing is capping rallies, while non-OPEC supply growth and weak demand could build a surplus and pull prices lower. Europe's gas and power…