Inflation stabilises while energy transitions reshape opportunities

The US economy is stabilising as inflation remains around 2%, driven by commodity prices, allowing the Federal Reserve to consider modest rate cuts. Meanwhile, the energy sector is undergoing structural changes as US shale production slows, and AI's electricity demands grow. Major players like Exxon and Chevron are consolidating control over key basins, creating opportunities in the energy market. Investors should expect continued market volatility through the US election, but long-term fundamentals remain stable. Read the full article to explore how inflation and energy trends are shaping...