Source intel on energy, metals, and raw materials markets – plus more
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
After years of technology dominance, market leadership appears to be shifting. Will it last? The artificial intelligence (AI) trade that has dominated equity markets in recent years is showing sign...
• Three weeks after the US-Iran conflict began, there is no clear resolution in sight. • Meanwhile, US-China tensions persisted even though talks had resumed. • Central banks are caught be...
Global equities lower as energy shock reverberates through markets.
The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Copyright © 2026 Markets Recon. All Rights Reserved.
