Will commodities make a comeback?

The global electricity grid is expanding fast, says Ole Hansen of Saxo Bank. Copper – “the world’s most efficient and versatile industrial conductor” – lies at the centre of a commodities megatrend fu

Picking through a murky market outlook for the rest of 2025

Issue of the week: are markets too complacent? ...

Europe has been a winner while US has been a (relative) loser

Comparisons with other commodities are a useful reality-check

“Pick a side,” says The Economist. While the US and China have smoothed over their own trade spat, US strategy has pivoted to pressuring “unfortunate third countries” to do the dirty work of isolating