Source intel on energy, metals, and raw materials markets – plus more
News that the Dutch central bank has headed for the exit of the New York Federal Reserve with as much gold as it could carry has revived questions about the US dollar's reserve role.
Financial market coverage by the UBS CIO House View. Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient.
Watch PM Cameron Robertson discuss the forces shaping Asian markets, emerging growth opportunities and long-term themes for the Platinum Asia Fund.
With oil prices breaching $100 per barrel, investors spent the week assessing whether inflation, bond yields and interest rates might stay higher for longer.
Watch the video: Why AI needs smart energy
The global shift to electrification is more than an energy transition; it is a value chain transformation requiring smarter decisions.
Norway’s sovereign wealth fund proposes shifting roughly $80 billion from US Treasuries into agency mortgage-backed securities (MBS), adding weight to the case for MBS in reserve portfolios.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Copyright © 2026 Markets Recon. All Rights Reserved.
