Kuroda's Unintended Consequences

Treasury's Scott Bessent expects energy prices to fall after the Iran conflict. We weigh what that would mean for oil revenue, mine costs and rates.

Macklem expects oil to push Canada's inflation forecast sharply higher. Energy income, the dollar and borrowing costs complicate the trade.

EIA's rooftop solar estimates test how much demand becomes utility sales, while its generation forecast leaves gas-fired output almost flat next year.

The Fed's September report shows a utility jump, a smaller factory gain and spare capacity. We trace what each signals for copper, energy and rates.

Bowman sets out changes to bank supervision after SVB. For mining investors, earlier action could preserve credit or tighten a lender's terms.

Mary Daly expects further Fed tightening while leaving October open. For gold holders, waiting can still mean higher rates ahead.