UBS Forecasts Broad Commodities Rally as Investors Hedge Iran-Linked Uncertainty

Escalating U.S.-Iran tensions rattle oil, gold, and equities as UBS projects limited energy disruption and stronger broad commodities gains into 2026, led by metals amid elevated geopolitical risk. UBS Flags Iran Escalation but Forecasts Stronger Broad Commodities Gains Into 2026 UBS Chief Investment Office (CIO) published a daily update titled US-Iran escalation adds to geopolitical []