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Markets Up As Trump Arrives in China, Hawkish FedSpeak, US Consumer Pain

Yields, stocks and metals rise as US inflation surges; Fed stays hawkish while consumer stress and delinquencies worsen
14 May 2026

Global Bond Crisis Re-emerging, Markets In Unusual Macro Regime, AI Capital

Bond stress returns as inflation surges; yields spike globally; stagflation fears grow amid AI boom, commodities rally and war risks
13 May 2026

Latest reports

Brent Trades Around $106/bbl

Brent stable around $106/bbl; US energy purchases may be boosted after Trump-Xi summit; India asks for Russian oil waiver extension
4 page report
14 May 2026

Brent Declines to $106/bbl

Brent falls as IEA warns of historic oil shortage; India cuts fuel use; Europe and Vietnam boost fuel imports
4 page report
13 May 2026

Back to the Draw-ing Board

See all the updates across the barrel, as well as six contracts to watch.
6 reports
13 May 2026

Brent Rises to $107.50/bbl

Brent steady ahead of Trump China visit; Japan boosts refinery runs; Vietnam imports surge; Ukraine resumes refinery strikes
4 page report
13 May 2026