Global Capital Markets & Commodity Intelligence
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- Global Capital Markets & Commodity Intelligence

Global capital markets entered 2026 larger but more concentrated. The Global North retains advantages in market depth, reserve currencies, institutional…

The US-Iran conflict, ongoing since late February 2026, has driven sharp oil spikes, elevated Treasury yields, and episodic volatility on…

The ongoing US-Iran conflict, marked by strikes, Strait of Hormuz disruptions, and fragile ceasefire talks, has driven sharp commodity volatility…

Early 2026 has seen emerging-market (EM) capital flows moderate amid heightened geopolitical tensions, trade fragmentation, and Middle East uncertainties. Portfolio…

CPEC Phase II (2025–2029) marks a strategic pivot from infrastructure-heavy lending to diversified, private-sector-led financing. Chinese policy banks, multilateral institutions,…

Q1 2026 delivered sharp volatility across global capital markets and commodities, driven by Middle East geopolitical tensions and shifting monetary…