Source intel on energy, metals, and raw materials markets – plus more
A two-week US–Iran ceasefire is set to reopen the Strait of Hormuz, easing supply concerns and pushing Brent crude prices lower. However, uncertainty remains.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Our CT UK Social Bond Fund 2025 Annual Social Performance Report, independently produced by The Big Issue Group, shows how UK social bonds can support affordable housing, clean energy, vital infras...
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
The Iran war has lifted geopolitical risk, raising energy prices and inflation risks via potential Hormuz disruptions, with Europe most exposed due to energy dependence and weaker equity prospects.
Inflation pressures are resurfacing as energy shocks lift headline prices, confidence weakens, and global data send mixed signals across major economies.
Key Takeaways Headline risks are overstated: recent bankruptcies were driven by non-core lending and fraud—not systemic weakness in private credit The real risk is manager-specific: concentration...
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise. Conflict in the Middle East—and the resulting energy shock—has raised concerns for emerging ma...
An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
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