This report looks at investment implications, for Norwegian assets, given the recent meeting, from the Norges Bank.
Our Commodities Strategy team advises against positioning for a near-term rebound in lithium prices, given the current headwinds from soft EV sales growth. They recommend patience, with more compelling opportunities likely to emerge…
In this Second Quarter Strategy Outlook, we explore the major trends that are set to drive financial markets for the rest of 2025 and beyond.
The US economy has never entered a demand-driven recession without labour demand running below labour supply and without the job vacancy rate running below the unemployment rate. Right now though, US labour demand is still running 1.…
Gold is testing the $3,000/oz level. The yellow metal had a great run, outperforming every DM currency for the past few months. Despite rising real yields since the beginning of the year, gold prices are up nearly 15%.The…
Our Commodities strategists assessed the outlook for oil as crude remains pulled between geopolitical and fundamentals forces. OPEC+’s decision to raise oil supply is driven more by geopolitics than economics. A sustained…
After range-bound trading late last year, oil prices began the year rising to resistance levels, before falling and testing support on the downside. Oil remains caught between conflicting supply and demand risks. Increased…
The MacroQuant model is no longer bullish on stocks but is not yet prepared to turn underweight. Subjectively, the Global Investment Strategy team is more bearish on equities than the model.
The MacroQuant model is no longer bullish on stocks but is not yet prepared to turn underweight. Subjectively, the Global Investment Strategy team is more bearish on equities than the model.