US-focused investment trust upgraded from a Morningstar Medalist Rating of Neutral to Bronze.
Continue readingFund in Focus: JP Morgan American Investment Trust
What’s the outlook for uranium prices?
Leer en Español The mid-2010s doldrums: In the mid-2010s, uranium prices languished below USD 20 per pound. This was a small fraction of the over USD 100 per pound prices reached in the heady days before the global financial crisis of 2007–2008. In the post-crisis years, the uranium spot price…
Continue readingThe Crude Chronometer: How Geopolitical Shocks Shake the Oil Market
Leer en Español Major Geopolitical Events and Their Effect on Oil Prices For decades, the price of crude oil has been a sensitive barometer of global stability. More than just a commodity, its cost is a fever chart of geopolitical health, spiking with conflicts and crashing with unforeseen calamities. To…
Continue readingThe best way to get oil price forecasts less wrong
No commodity is more important for the world economy than crude oil. It, along with coal and natural gas, powers our electricity grids and transport networks, greasing the gears and cogs of our modern life. And when their price shifts, as many readers will painfully remember from the 2021–2023 global…
Continue readingOur Consensus Forecast for the U.S. fiscal balance and public debt
Leer en Español In our latest special PDF report, we examine our Consensus Forecasts for the U.S. fiscal balance and public debt in light of a recent raft of policy changes by the Trump administration. Below are some key takeaways from that report. Debt on the rise: U.S. public debt…
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