Commodities

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

The Weekly Brief
  • 18 May 2026

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...

Yields surge as inflation and oil rattle markets
  • 18 May 2026

Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Yields surge as inflation and oil r...

UBP Weekly View - Rally pauses as yields reprice inflation
  • 18 May 2026

Global markets are entering a more balanced phase, where higher‑for‑longer rates, renewed energy pressures and sticky inflation are starting to test an artificial intelligence (AI)‑driven equity ra...

Emerging Market Debt Commentary: April 2026
  • 15 May 2026

EM debt rebounded in April as improving risk sentiment lifted both hard and local currency debt, though geopolitical tensions and oil kept markets cautious.

Oil Prices Spill Over
  • 15 May 2026

All petroleum products may face disruption. Ryan Boyle explains.

Can Value Stocks Offer Resilience to AI Disruption?
  • 14 May 2026

Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...

Five Timely Opportunities in Today’s High-Yield Market
  • 14 May 2026

As market conditions shift, opportunities stand out.  With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...

Bond Bulletin: Asia oil – running on reserves
  • 14 May 2026

With restricted oil flow in the Strait of Hormuz, global inventories depleting and US exports unable to fully replace Middle Eastern flows, Asia faces mounting risks to its energy supply. In this w...

Conflict on Europe’s Periphery Puts Clean Energy in the Spotlight
  • 14 May 2026

Private credit is becoming the engine driving Europe’s energy transition. We are living in an era of rising electricity demand. The electrification of vehicles and buildings, the construction of AI...