Research · Usdjpy BOJ Rate Path Forecast Dispersion MAY 2026 20260514 1606

Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections

This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the paths that lie ahead for LatAm countries facing elections and an overhead view of global markets where

Waiting for peace…US consumers' resilience…Strategic autonomy…Super El Niño?

The Eagle Eye Investment Bank 2 June 2026 The Eagle Eye Powering the executive perspective WHAT'S HAPPENING IN MARKETS & ECONOMIES https://live.barcap.com/publiccp/RSR/nyfipubs/barcap-email-mk

Data center construction creates a resource shock

~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Data center construction creates a resource shock AI-driven data center growth is creating a hidden but significant strain on water, power and materials. AI's wa

Data center construction creates a resource shock

~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Data center construction creates a resource shock AI-driven data center growth is creating a hidden but significant strain on water, power and materials. AI's wa

UBS Morning audio comment: War and trade war costs

US President Trump attempted to counter the costs of the war policy by reducing costs associated with the trade war. https://secure.ubs.com/campaign/r/?id=t60847866,14ecfd23,28e58597&campID=UC:E:601227:6

Inflation and the inflation markets

Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for inflation, where we diverge from the market, and implications for central bank policy and the rates curves. Yo