Source intel on energy, metals, and raw materials markets – plus more
EM debt rebounded in April as improving risk sentiment lifted both hard and local currency debt, though geopolitical tensions and oil kept markets cautious.
All petroleum products may face disruption. Ryan Boyle explains.
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...
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...
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...
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...
With inflation rising, consumers are feeling the pinch and the Fed is weighing its options. The conflict in Iran choked the Strait of Hormuz, causing a widespread surge in energy prices. Now, sever...
ClearBridge Investments: The ongoing energy crisis is pushing global oil inventories, including many critical product inventories, toward all-time lows, and it may be time to position portfolios gi...
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