Source intel on energy, metals, and raw materials markets – plus more
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...
CIO Weekly Perspectives | April 06, 2026 Between Two Phases Even if the U.S. ends its war with Iran in the next f...
While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly int...
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military...
Gold and silver prices have sharply corrected after a record-breaking rally, but we think their fundamental medium term drivers remain intact.
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.
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