Markets Recon

Commodities

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

+84 New this week
6 Nov Last indexed
Trending in Commodities

What allocators are reading now.

The archive

All Commodities insights.

Source Title Topics Published Actions
S&P Global Indian rice exporters brace for possible curbs on 100% broken WR exports
Stone Harbor Investment Partners Weekly Comments on Credit: November 6, 2026
Capital Group AI financing: Bubble, breakthrough or the next fixed income supercycle?
Capital Group From silicon to steel: The credit consequences of technological upheaval
Adams Street Partners From Capital to Capability: The India–Japan Opportunity for Private Markets Investors
Capital Group 2026 midterms: How will the ‘blue wave’ affect markets?
Edmond de Rothschild Asset Management Market Flash: Swinging from euphoria to vertigo, we need to take a nuanced approach
HSBC Asset Management Investment Weekly: Profits power ahead
John Hancock Investment Management Portfolio Intelligence podcast | Balancing momentum and value in global markets
Jupiter Europe's investment supercycle meets a new rate regime
LSEG FTSE Russell quarterly spotlight – more stylish, and cheaper…
AHAM Asset Management Berhad Monthly Market Review | October 2026
Franklin Templeton Global Macro Insights: October 2026
Lion Global Investors 2026 Gold Updates
LSEG More than a commodity bet: How producer equities combine commodity and market risk
S&P Global INTERVIEW: Amogy sees ammonia power closing cost gap with gas in early 2030s
UBS Asset Management Shifting expectations
Aviva Investors Security and transition: How energy is impacting sovereign debt
Candriam What does the US midterm election mean for investors?
Future Standard Quick take on midterms: Mood and motivation drove results
S&P Global Sodium Rising: Rethinking the future of energy storage
S&P Global Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy
S&P Global Storms, Storage and Supply: Europe's winter energy outlook
S&P Global After the Shock: What's Next for LNG?
S&P Global Steady as she goes: US shale sector approaches higher oil prices with caution

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