There is no substitute for confidence. The market, both secured and unsecured, has seen an incredible return to form over the past week.

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...

CAISO’s battery market is shifting. We have analyzed how performance, policy, and discipline are shaping the future of energy storage in California.

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YOU get a deal and YOU get a deal. Trump seems to be making deals these days as Oprah once gave away cars. Yet the mutual benefit is not always obvious and in any case skewed. Mutual benefit is ...

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Australia’s 2025/26 cropping area is projected to rise, driven by positive soil moisture levels in some regions and a range-bound gross margin outlook for most crops. Tariff threats and soil moisture ...

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Tech names drove the NASDAQ and S&P500 to further gains yesterday, while the Dow Jones fell for a second-straight session. Semiconductors performed especially well as fund managers caught underweight ...

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California’s battery storage market is evolving fast. With over 12.5GW online and 25GW in the pipeline, CAISO is a global benchmark – but rising saturation, tighter margins, and shifting policy ...

Mercantilism is back: the new version focuses not on accumulating silver or gold but national productive power. This report addresses its origins and logic, how free trade’s contradictions led back to ...