Commodities

Source intel on energy, metals, and raw materials markets – plus more

The week in markets
  • 13 hours ago

A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.

Balancing Act Monthly Insights: Global Multi-Asset (April 2026)
  • 13 hours ago

We downgraded growth assets to underweight and increased our underweight defensive score. Although we initially expected improving global growth and strong earnings to support equities, the Iran co...

Energy security as the driver for Europe's green transition
  • 23 Apr 2026

It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...

Mapping out the Iran war’s enduring impact on fixed income markets
  • 23 Apr 2026

We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.

How vulnerable are US corporate earnings to an oil supply shock?
  • 23 Apr 2026

As the Q1 earnings season approaches, we consider the extent to which US corporate earnings will be harmed by disruptions to the oil supply.

What Clients Are Asking: Oil, Iran, And the Path Forward
  • 23 Apr 2026

Corporate hybrid boom comes with pricing risks
  • 23 Apr 2026

Corporate hybrid issuance is on track for a record year in both Europe and the US, driven by expanding supply well beyond the traditional utilities, energy, and telecoms issuers.

SI Debate: Resilience as an investment imperative
  • 23 Apr 2026

Resilience is now an investment edge. Learn how energy, resources and climate risks reshape strategy—and where opportunities emerge.

On-the-Run U.S. Treasuries – The Foundation for Perpetual Futures Markets
  • 23 Apr 2026

Antonio Fons Palomares, Sr. Index Research Analyst