Commodities Analysis & Opinion

You don’t have to worry about oil fundamentals. You just have to worry about the dollar’s value, which is a very safe way to look at the market until it isn’t. What are the biggest...

While the U.S. 10-year real yield is at its highest level since 2010, gold remains uplifted. Despite this outperformance, the pair should reconnect again.Real ProblemsWith gold and mining stocks...

Oil was volatile on Wednesday as bulls and bears traded opposing themes. The dollar rose 0.4%, advancing for the seventh straight session to the highest since May 14, 2002. Given that oil is priced in...

Wheat jumps 1.5% right after Putin drafts Russian farmers for Ukraine war Market up for second straight month, rising 7% from July’s close. Global grains data shows world heading for tightest...

Oil rebound brief as gas spikes amid sabotage on Nord Stream pipelinesOil prices rebounded on Tuesday but that proved to be only a brief correction as economic doom and gloom has driven them lower...

Although small corrections in the gold and silver markets do happen, they will not cover up the bearish outlook for them, especially junior miners.The massive decline in the precious metals sector...

US dollar strength and central bank tightening have weighed heavily on the gold market. And with further tightening expected there is room for more downside in the near term. However, the medium-term...

The move higher in the US Dollar has been unrelenting and this continues to weigh heavily on the commodities complex. Macro drivers remain firmly in the driving seat, while supply risks continue to be...

Copper is down 25% on the year, slid in five of the past six months $3 support held since November 2020 could break Commodities pulverized by a dollar enabled by hawkish Fed talk Exactly two months...

Economic woes continue to weigh on oil prices, with Brent and WTI off around 1% again today and trading at pre-invasion levels. With more and more central banks being forced to take extraordinary...

Last year US President Biden was telling oil companies that they should be producing less. Then, during the first few months of this year he berated oil companies for not rapidly increasing their...

As predicted, the US dollar grows stronger while gold goes in the opposite direction. Can we expect a temporary correction next?It’s happening! The massive upswing in the USD Index and the slide...

Spot Gold we predicted: Likely to be forming yet another bear flag, meaning eventually we will break lower, but it is impossible to know the timing. Well, it happened on Friday!. Selling at resistance...

On Friday, oil prices started to price in a major recession as the dollar index soared and risk assets contracted. The British pound hit an all-time low against the dollar strangely enough because the...