China’s central bank chief expects new global currency order
Pan Gongsheng points to a growing role for the renminbi after decades of dollar dominance
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US exceptionalism in markets is diminished — but far from dead
If weakness emerges in American assets, it will show up more in the dollar, not stocks.
Energy Transition
Big Oil remains split on the timeline for peak demand but in the meantime renewable technology from nuclear power to heat pumps and batteries is forging ahead, while architects are working on more sustainable buildings. There is still a question mark however over the supply of key raw materials: a problem the market alone cannot fix, says IEA chief Fatih Birol
Big Oil faces up to its sunset era
The sector remains split on the timeline for peak oil and how to respond