FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Commodities & Energy/Goehring & Rozencwajg
US • United StatesCommodities & EnergyAnalysisfree

Goehring & Rozencwajg

Natural Resources & Energy Transition

Leigh Goehring and Adam Rozencwajg's natural-resource research on energy, power, metals and the physical constraints of the energy transition. Free blog plus fund management.

TypeAnalysis
Asset ClassCommodities
NicheNatural resources & power
Birth Date2015
PriceFree
HeadquartersNew York, US
Tierinstitutional
Visit Official SiteClaim or Boost

Coverage Domains

#Natural Resources#Energy Transition#Metals#Power#Commodities

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