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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 Climbs to $109.72/bbl

ADNOC expands Fujairah exports; Trump weighs easing China sanctions; US vows SPR refill; Ukraine hits Russian energy sites
4 page report
15 May 2026

M1 Gasoil E/W

In this edition, we look at the M1 Gasoil E/W.
15 May 2026

Jun’26 Sing 92 Crack

In this edition, we look at the Jun'26 Sing 92 Crack.
15 May 2026

Brent Rallies To $109/bbl

Brent rallies to weekly high of $109/bbl; no Iran breakthrough from Trump-Xi meeting; UAE to double crude export capacity bypassing SoH
4 page report
15 May 2026