Weekly Newsletter – 29 December 2025
LIS Global Markets Research weekly newsletter for the week of 29 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Research and markets
Insights
12 results
Weekly Newsletter – 22 December 2025
LIS Global Markets Research weekly newsletter for the week of 22 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Weekly Newsletter – 16 December 2025
LIS Global Markets Research weekly newsletter for the week of 16 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Weekly Newsletter – 9 December 2025
LIS Global Markets Research weekly newsletter for the week of 9 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Monthly Newsletter – November 2025
LIS Global Markets Research monthly newsletter for November 2025: monthly highlights, developed and emerging markets, and cross-asset views.
Weekly Newsletter – 1 December 2025
LIS Global Markets Research weekly newsletter for the week of 1 December 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
The Trillion Dollar Circular Economy of AI-Chips
Global Markets Research article on the self-reinforcing flywheel of capital, production and demand linking Nvidia, AMD and OpenAI, and what the circular AI-chip economy means for valuations and market concentration.
Weekly Newsletter – 24 November 2025
LIS Global Markets Research weekly newsletter for the week of 24 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Weekly Newsletter – 17 November 2025
LIS Global Markets Research weekly newsletter for the week of 17 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
The Geopolitics of Commodities: Power, Policy and the New Financial Order
Global Markets Research article on how resource nationalism, industrial policy and the energy transition are turning critical minerals and energy into instruments of geopolitical power, and the implications for investors and markets.
Weekly Newsletter – 10 November 2025
LIS Global Markets Research weekly newsletter for the week of 10 November 2025: industry indicators across U.S. and global equities, rates, commodities and FX, with a weekly recap of key market developments.
Soybean Markets – Consequences of the Tariffs War
Global Markets Research article on how the U.S.–China tariff war has redirected Chinese soybean demand towards Brazil and Argentina, the collapse in U.S. soy exports to China, and the consequences for prices, farmers and trade flows.