Topic
Platinum
Research on platinum and platinum group metals. Coverage includes platinum prices, mining supply, automotive catalyst demand, and hydrogen economy applications. Analysis of South African production and market dynamics.
1156 reports available
US Equities Color: Under the Hood
US equities finished mixed as software saw historic outperformance and M&A activity surged in the consumer sector. Derivatives markets signaled technical extremes with the lowest S&P put-call skew in 24 years.
FX Daily Snapshot
The USD is stable amid US-Iran tensions while the market anticipates rate actions from the ECB and BoJ. Key US labor and manufacturing data this week will test inflation expectations under the leadership of a new Fed Chair.
German Inflation Analysis May 2026
German headline inflation fell to 2.6% in May due to government tax rebates on fuel, marking a temporary dip before an expected rise toward 4% later this year.
Midyear Forum Speed Meets Scarcity
BlackRock's midyear outlook centers on the acceleration of AI investment and geopolitical risks like the Middle East conflict. The firm remains overweight U.S. equities while warning that traditional portfolio diversifiers are less effective.
Will Higher Yields Derail Bond Investing
UBS argues that the recent spike in government bond yields is an overreaction to geopolitical and inflationary risks, creating a prime opportunity to lock in yields, especially in the 5-year segment.
Weekly Regional View Emerging Markets
UBS rates emerging market equities and bonds as Attractive, viewing them as essential diversifiers in a new multipolar era defined by 'chokepoints' and a shift toward economic resilience.