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Institutional intelligence and market commentary across emerging and frontier markets, commodities and digital assets.
Commodities briefing — 2026-05-25
Brent above $105 as Iran nuclear talks stall, aluminum hits 4year highs on 3M ton supply loss, and China's $17bn ag commitment lifts grain markets.
Global commodity markets remain dominated by the Iran conflict's impact on energy supplies and emerging optimism around USChina trade détente. Brent crude reached $138/barrel on April 7 as the Strait of Hormuz closure tightened supplies, with global inventories expected to fall 8.5M b/d in Q2 2026. …
Quantum Computing — Theme Analysis — 16 May 2026
Quantum revenues topped $1bn in 2025 as startup investment surged 6.3x to $12.6bn. A breakdown of hardware, postquantum
Nigeria Intelligence Summary — 16 May 2026
Nigeria's reform momentum earns a first S&P upgrade in 14 years, but a 70% deficittorevenue ratio and rising inflation t
Ethereum (ETH) analysis — 2026-05-22
ETH trades 57% below its 2025 peak despite alltime high network usage — a deepdive on L2 growth, macro correlation, and
Daily Briefing — 2026-05-22
MSCI EM up 19.3% YTD versus S&P 500's 8.3% as dollar weakness and tech earnings drive the rally, while Iran nuclear impa
Commodities briefing — 2026-05-19
Hormuz closure drives Brent to $102/bbl, aluminum to 4year highs, and wheat up 25% YoY as supply shocks ripple through g
Asia briefing — 2026-05-19
Asian equities fell for a 3rd session in May 2026 as an inconclusive TrumpXi summit and Persian Gulf tensions kept oil e