Has Gold's Performance Structurally Changed? (World Gold Council)
Gold’s volatility has markedly increased in 2026; however, similar episodes have occurred in periods of risk with…
Commodity Markets Outlook
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The Credit Market Lens: Oil Supply Shocks Don’t Age Well (PIMCO)
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
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The Blockade’s Economic Ripples (PGIM)
The U.S. blockade of Iranian trade through the Strait of Hormuz underscores the delineation between U.S./Israeli…
The Oil Shock: From Higher Inflation to Lower Growth (Nuveen)
The Middle East conflict has created one of the most complex macro environments in recent memory. Oil prices have…
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