China’s economy in masterful upgrading
In the first three quarters of 2025, China’s economy maintained steady performance despite a complex external environment and domestic structural…
Divided Fed sparks surge in rate options hedging as policy uncertainty lingers
Conflicting signals from the Federal Reserve on the timing and magnitude of U.S. interest rate cuts have accelerated hedging flows…
China’s factory activity shrinks again in November, services cool
China’s factory activity shrank for an eighth month in November while services cooled, highlighting the dilemma facing policymakers over whether…
Global Economic Outlook Q1 2026: AI Tailwinds Boost Otherwise Weak Growth
The global macro narrative has shifted in a positive direction since our last update. This reflects two major developments. The…
Pakistan fuel oil exports scale fresh high in 2025, to hold in 2026
Pakistan’s annual fuel oil exports hit an all-time high this year and are expected to trend steady to higher next…
Why Brazil Is Positioned to Become a Leading Green E-Fuel Exporter
Earlier this month in Rio de Janeiro, a critical piece of the maritime decarbonization puzzle fell into place. The Oceans…
Indonesia palm oil shipments deferred to December in expectation of export tax cut
Indonesian suppliers have deferred at least 310,000 metric tons of palm oil shipments from November to December, betting that a…
Beijing issues additional 10 mil mt crude import quota to independent refiners for 2025
Beijing has released an additional quota of about 10 million mt to qualified independent refineries for crude imports in 2025,…
Tanker Market: What’s the “Peace in Ukraine” Effect?
One of the biggest factors shifting crude oil flows could be removed from the equation, if peace negotiations to end…