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Macklem in Bangkok: oil, tariffs and job losses test the Bank of Canada’s hike case
The Canadian dollar and short-dated Canada yields are most expose…
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Oil catch up - price gains as Houthis strike Aramco and Iran flags new tactics against tankers
The day’s moves show the risk premium is being driven more by thr…
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Morgan Stanley lifts Brent forecast to $105 as costly freight favours short-haul crude
The freight argument points to Brent holding a firmer premium ove…
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Standard Chartered custody for Ripple’s RLUSD: what custody and collateral mirroring mean for traders
Standard Chartered will now hold Ripple’s dollar-pegged stablecoi…
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Goldman Sachs flags power and compute as two chokepoints in the AI boom
The note points investors toward the physical layer of the AI tra…
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Goldman: Gulf oil exports back at 22-23 mb/d, but Dated Brent stays very high
For oil, the split between recovering volumes and stubbornly high…
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Weekend: Musk says $15 billion Terrafab can make chips better than anyone, given time
For chip stocks, the remarks reinforce that Terrafab is a long-da…
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