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After years in the dumps, the diamond market has (finally) bottomed, says UBS—but looming supply deficits, lab-grown disruption, and shifting consumer tastes mean the story is just getting interesting. Here’s what every trader, luxury analyst, and industrial strategist needs to know.
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Iron ore prices just hit a 9-month low, with Citi and Goldman slashing targets. What’s behind the drop? China’s steel and property market malaise is a red flag for global demand and a test for anyone betting on a quick industrial rebound.
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As US sanctions tighten, a growing fleet of “dark” tankers is using Malaysia to funnel discounted Iranian crude to China—reshaping global energy trade and challenging the future of sanctions enforcement.
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