Source intel on energy, metals, and raw materials markets – plus more
The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.
Risk assets have rebounded since last Tuesday, but risks remain high as Trump’s Iran deadline looms. Strong US payrolls suggest the cyclical upswing remains intact, while several EM policymakers ke...
Timberland and farmland are becoming powerful platforms for climate resilience, ecological health, and potential long‑term value creation. With four decades of natural capital expertise, Manulife I...
The Strait of Hormuz is the key variable for markets and inflation, yet we expect only a brief energy shock that may offer select opportunity in risk assets.
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...
CIO Weekly Perspectives | April 06, 2026 Between Two Phases Even if the U.S. ends its war with Iran in the next f...
While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly int...
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military...
Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro outlook and force a reassessment of growth and inflation. Our commodity str...
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