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Capital is never neutral Financial markets like to present themselves as realms governed by rationality. Investors are portrayed as methodical calculators, weighing risk and return through...
Markets have a memory
For the better part of three decades, policymakers and corporate leaders have treated efficiency as the organizing principle of the global economy. Supply chains were trimmed to the bone, inventories...
The hidden cost of efficiency: How hyper optimization made the global economy fragile
A shift from the shadows into open confrontation The widening confrontation between Israel, the United States and Iran marks a transition from the long‑standing shadow conflict of cyber...
A dangerous convergence is taking shape
The new geography of power: minerals as the fault line of the 21st century The devices that define modern life and increasingly the energy transition are built on a foundation of obscure minerals...
Grounded in power: How minerals are rewriting global influence
There is something oddly euphoric about the present moment. Markets celebrate every technological breakthrough. Executives promise unprecedented productivity gains. Universities are overhauling their...
AI: Are we caught in a collective delusion?
Energy
Global oil markets endured another week of acute stress as military tensions in the Middle East intensified. Israel’s strike on Iran’s South Pars gas field, which accounts for 70% of...
Energy markets reel as Middle East escalation fractures global supply routes
Global energy markets have entered a phase of acute tension as geopolitical instability in the Middle East disrupts one of the world’s most critical oil chokepoints: the Strait of Hormuz. Brent...
Oil Markets on edge: strait of hormuz disruption pushes brent sbove $100 and teignites global inflation risks
The energy market is experiencing a phase of extreme tension, driven by the blockage of oil tankers in the Strait of Hormuz, one of the most strategic arteries of global trade. This logistical...
Ormuz Blockage Reignites the Oil Price Surge
The oil market is currently moving in an unstable balance, dominated by the nuclear negotiations between the United States and Iran. Brent and WTI prices are fluctuating within a narrow range but...
Oil: a market suspended between US–Iran negotiations, physical oversupply and explosive geopolitical risk
Oil prices have surged sharply this week, with Brent moving above USD 71 and WTI climbing past USD 66, its highest level since August. This rise does not reflect improving fundamentals, but rather...
Oil prices surge amid rising middle east tensions
Precious Metals
A broad retreat across precious and industrial metals Metals markets weakened sharply this week, defying expectations that rising geopolitical tensions would support safe‑haven assets. Gold,...
Metals slide as inflation fears and a stronger dollar outweigh geopolitical tensions
The precious and base metals market plays a central role in the global economy and in investment portfolios. Precious metals, such as gold and silver, have historically been used as safe-haven assets...
Metals: Gold and Silver Surge, Copper Hits New Records
The precious and industrial metals market is currently experiencing exceptional dynamics: Silver has crossed the USD 60/oz mark, reaching USD 64.4/oz, with an increase of approximately...
Precious and Industrial Metals: Silver and Copper Boosted by Tight Supply and Global Demand
The strategic metals market is entering a strong expansion phase, driven by powerful structural forces: global electrification, energy transition, digitalization, and geopolitical tensions. Two...
Copper & Gold: Cornerstones of the Energy Transition and Financial Stability
Metals are essential commodities, used both in industry and as a safe-haven asset: Copper: a key industrial metal for construction, electronics, and the energy transition (batteries,...
Metals: Copper and Precious Metals boosted by U.S. Monetary Policy
TopDown-View
Investors face a landscape with no clear anchors Global markets enter the week with little in the way of guidance. The latest round of central‑bank meetings has done little to clarify the policy...
Global macro outlook darkens as energy shock collides with monetary paralysis
By the standards of recent months, the global macro narrative had settled into a comfortable rhythm. Inflation was easing, central banks were preparing, cautiously, to begin cutting interest...
Macro crossroads: Cooling U.S. inflation meets rising geopolitical risk and renewed bond market stress
Two hundred and fifty years after The Wealth of Nations first appeared, Adam Smith has become a totem more invoked than understood. In Washington, his name is deployed as a kind of ideological...
The long arc of economics: Adam Smith’s vision vs America’s 2026 reality
Since last weekend, financial markets have shifted decisively into risk‑off mode, caught between escalating military conflict in the Middle East and a sharp surge in oil prices. Investors now fear...
Markets under pressure: When geopolitics sets the tone for risk‑off
The current macroeconomic environment illustrates a market in transition, torn between disappointment over Nvidia’s post‑earnings reaction and a sector rotation that is breathing new life...
A market in transition where sector rotation opens new opportunities
DISRUPTION AS OPPORTUNITY
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Past performance is not indicative of future results. This report presents historical data for the stated strategy, timeframe, and risk profile and reflects holdings as of the publication date; portfolio changes may have occurred since. Information is based on end-of-day data from sources believed to be reliable, but accuracy and completeness are not guaranteed. Prices reflect market values at the date of publication or the latest available data.
Investments involve risk, including potential loss of capital, particularly with leveraged strategies. Asset allocation and diversification do not guarantee profits or protect against losses, and investment suitability must be determined by each individual investor. Actual results may differ due to market conditions, taxes, fees, transaction costs, liquidity constraints, and risks including credit, interest rate, reinvestment, and liquidity risks. IX-7 Asset Management SA (IX-7) is a registered trademark, and all related logos, trademarks, product names, concepts, and materials are the exclusive property of IX-7 Asset Management SA. The full disclaimer is available here.