CREDITS: Carbon allowance (EUA) prices in the European Union emissions trading scheme (ETS) soared near 30% in a month. These CarbonEmissions briefly traded over the symbolic...

EYE-OF-THE-STORM: Record natgas prices, looming energy rationing, drought, stagflation, recession. Europe is stuck between an economic rock-and-a-hard-place. The energy crisis is...

CHANGE: The latest ‘crypto winter’ has started to ease, after the asset class market cap fell -70% from November. Crypto has since become the $1.1 trillion asset-of-choice leading...

COFFEE: Arabica coffee prices have held near decade highs as consumers did not want to give up their morning brew despite squeezed finances. This has tightened the coffee market,...

GROWTH: Economic growth is hurt by weak productivity. This ‘productivity paradox’ is despite the tech surge. It’s an arcane but crucial concept. There are only two big ways...

PROTEIN: We all need around two portions, or 50g, of protein a day to stay healthy and keep muscle. The 500 million new global mouths to feed forecast by end of this decade...

PEAK: After a string of negative monthly US inflation surprises the fifth was the charm. This positively surprised across-the-board and validates the rally from June lows. Markets...

POLITICS RETURNS: US political gridlock eased enough ahead of the midterm elections to set up the optimistically renamed ‘Inflation Reduction Act’ for passage. It raises personal...

BURGERNOMICS: The Big Mac index is a useful shorthand for currency valuation, with a good track record. Latest numbers (see chart) show only four big currencies pricier than the...

DESTINY: The saying goes that ‘demographics is destiny’ and this is an increasingly important and predictable driver for investors. Latest global population forecasts show...