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Dollar Stores on a Tear: But Gas Prices Could Spoil the Party

Dollar stores have been among the most successful retail format innovations of the past two decades, building market share by offering extreme convenience through ubiquitous small-format stores that bring basic consumer goods within a short drive or walk of millions of American households. Dollar …

Nitish Kishor | 20 May 2026

Oil Prices May Stay Elevated Beyond Iran Conflict, Says BNY

Oil markets are increasingly being driven by structural supply dynamics rather than short-term geopolitical headlines alone. According to analysts at BNY, the recent rally in crude prices reflects deeper supply-side pressures that are unlikely to disappear even if tensions involving Iran moderate.

Nitish Kishor | 20 May 2026

IEA Warns Strategic Oil Reserves Cannot Offset Prolonged Supply Deficits

The global oil market is entering a more fragile phase as commercial inventories continue declining despite coordinated strategic reserve releases, according to warnings from the International Energy Agency.

Nitish Kishor | 20 May 2026

European Gas TTF Strengthens as Gulf Risks Keep the LNG Market Tight

European gas markets depend on LNG imports to supplement pipeline supplies that have been reduced since the Russia-Ukraine conflict restructured the continent's energy supply chains. The Qatar production outage, combined with the general Hormuz disruption affecting LNG carrier routing and availability, has reduced theVolumeof …

Nitish Kishor | 20 May 2026

Silver Rebounds as Dollar Weakens, but Yields Cap the Upside

Silver has regained momentum as the US dollar softened following renewed optimism around Iran-related diplomatic discussions. Yet the rebound remains constrained by elevatedGlobal Bondyields, which continue to pressure non-yielding assets such as silver and gold.

Nitish Kishor | 20 May 2026

Private Equity's Tale of Two Markets: When AI Valuations Diverge From Everything Else

Private equity's tale of two markets is visible most starkly in the valuation differential between AI and technology investments and the traditional leveraged buyout portfolio. AI-adjacent companies commanding 30 to 50 timesRevenuemultiples coexist in PE portfolios alongside industrial, healthcare, and consumer businesses struggling to …

Nitish Kishor | 20 May 2026

Inside Blue Owl Liquidity Playbook: When PE Managers Need Creative Solutions More Than Dry Powder

The liquidity problem that Blue Owl Capital (NYSE:OWL) suite of solutions addresses has been building for several years. The PE vintage years of 2020 to 2022, when enormous capital was raised at peak valuations and deployed intoAssetsthat now face extended hold periods due to …

Nitish Kishor | 20 May 2026

China Confirms 200 Boeing Jets: Is the Decade-Long Aviation Freeze Finally Over?

China has confirmed a 200-aircraft Boeing order and signalled an extension of its trade truce with the United States. The deal marks Boeing's first major Chinese purchase in nearly a decade, but the structural dynamics of the bilateral relationship remain far more complex than …

Nitish Kishor | 20 May 2026

Power of Siberia 2: Can Russia and China Resolve a Pricing Standoff in a Crisis?

A Pipeline Revival Timed to Geopolitical Turbulence

Nitish Kishor | 20 May 2026
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