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19 Mar 2026 David Mitchell

War Escalation Accelerates. Is Global Recession Now Locked In?

As energy infrastructure becomes a direct target, markets are rapidly repricing risk across oil and gas. In an already fragile system marked by high debt and weakening growth, this shock…

16 Mar 2026 David Mitchell

Oil Spikes, Credit Cracks, Global Growth Weakens — So Why Isn’t Gold Exploding Higher in a War?

Oil prices are surging and geopolitical tensions are escalating, yet gold has not exploded higher. This commentary explores the current liquidity-driven market phase, the growing stress in private credit markets,…

10 Mar 2026 David Mitchell

Middle East War Risk and the Outlook for Physical Silver and Platinum

Escalating tensions in the Middle East are creating powerful cross-currents across global markets. Rising oil prices, growing recession risks, and mounting debt pressures are reshaping the outlook for precious metals.…

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