Commodities

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

The week in markets: Tech is feeling the heat
  • 26 Jun 2026

Despite continued pressure on technology stocks, broader markets remained resilient, as easing inflation, steady growth and lower energy prices helped steady the picture.

Market Flash: Markets face mixed signals
  • 26 Jun 2026

•    Despite persistent points of contention between Iran and the United States, the reopening of the Strait of Hormuz and the lifting of sanctions on Iranian oil have brought crude oil prices back...

Earthquakes Compound Venezuela's Hardship
  • 26 Jun 2026

Western Asset: Two major earthquakes in Venezuela have caused widespread destruction and uncertainty, complicating the country's economic recovery, debt restructuring and energy outlook.

Tech Wobbles, Oil Retreats
  • 26 Jun 2026

Tech leads stocks lower

Ceasefire Remains Fragile
  • 26 Jun 2026

Shipping activity through the Strait of Hormuz has resumed, but Iran’s attack on a cargo vessel highlighted the fragility of the ceasefire.

AI runs on electricity. Fixed income finances it.
  • 25 Jun 2026

AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...

Bond Bulletin: Lower oil prices and central bank repricing
  • 25 Jun 2026

Last week’s meaningful decline in oil prices, following the announcement of a peace deal memorandum between the US and Iran, intersected with a number of central bank meetings, including a hawkish...

Physical AI and the new energy calculus in manufacturing
  • 25 Jun 2026

Physical AI can cut factory energy use by 15–75%, helping manufacturers boost efficiency, electrification, and decarbonization.

Thematic Equity Investing in a World of Disruption and Realignment
  • 25 Jun 2026

The evolving nature of disruption is creating new innovators and market leaders.  Transformative new technologies and geopolitical tensions have become powerful disruptive forces, redefining busine...