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Demand concerns induced by tariff uncertainty have only been compounded by a shift in OPEC+ policy. Click to read.

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The earnings conference calls held by the big energy equipment and services firms have shown their tariff exposure and strategies to deal with them.

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News that US-China trade talks will start this weekend has Brent crude trading higher. The supply side looks increasingly more comfortable due to the aggressive supply hikes from OPEC+.

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Despite mounting financial pressure, China says it won't negotiate until the Trump administration shows 'sincerity' by canceling tariffs on its goods.

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During the first quarter of 2025, the Massif Capital Real Assets Strategy was down 2.1% net of fees. Click here to read the full letter.

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A US stock market sell-off extended to a third consecutive month in April, though the major equity indexes pared back their March declines.

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Fed Chair Jerome Powell repeatedly emphasized the unclear economic outlook as the central bank’s rate-setting committee met for the first time since the 2 April tariff announcements.

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ISM Manufacturing PMI: Slipped Further Into Contraction In April

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The Establishment Survey is 177,000 higher, while the Household Survey reports an increase of 436,000. Read more here.

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U.S. manufacturing growth remained subdued in April as confidence in the outlook hit a ten-month low and prices continued to quickly rise.

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Investors have rotated into defensive stocks amid elevated volatility, but is it too late to participate in the move? Click to read.

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As geopolitical tensions, shifts in trade policies and inflationary pressures remain elevated, investors may turn to less-correlated markets. Click to read.