Commodities Analysis & Opinion

It isn’t called one of the world’s most volatile markets for nothing, though some might argue that Bitcoin or even the NASDAQ these days, deserve that honor more.Whatever the case, one of...

Almost a year ago, I published a post proclaiming, “Dr. Copper Delivers A Diagnosis Of Inflation,” in which I argued that copper’s breakout of its long-term consolidation range...

Oil keeps rollingIt appears that crude prices are still on a one-way street headed towards USD 100 oil. The improving demand outlook and vulnerable supply situation suggest the oil market will remain...

Crude Oil Supply Tailwinds: Crude oil has been quietly achieving, and I would say overall the path of least resistance is still higher for crude in the coming months and quarters. One key reason is...

Real yields have broken out to a new 52-week high. The market has priced in 4 rate hikes in 2022. Long-term yields have risen. The dollar is near its recent high. All of this and Gold has held strong...

Crude oil prices closed yesterday near their 7-year highs as an attack on an oil site in Abu Dhabi further strained an already tense market. The concern about the deterioration of the situation...

The soon-to-be expiring February WTI oil contract hit $87.00 in a flash as surging demand, falling supply, and a spattering of geopolitical risk has got the market surging higher. Oil was already...

The steaming arabica rally from last year has spilled over into January due to a squeeze in the supply of the premium coffee bean grown largely in Brazil.Arabica is widely hailed as the king of coffee...

The key development for precious metals investors this week happened neither in gold, silver, nor mining stocks—it came from the USDX. The thing that happened was that the U.S. currency bounced...

OilThe best trade on Wall Street for many traders is the rally in crude prices and energy stocks. A lot of fundamentals just flipped to bullish and that could have oil prices continue to push...

For gold bugs, it’s a question of patience and more patience as the precious metal continues to remain rangebound at the same level as the test of resistance, around the $1,830-per-ounce level,...

Last week was solid for crude oil as the commodity continued to develop further bullish momentum, as expected. This has continued through into the new week following the US holiday yesterday. It now...

Gold is trading near $1819 an ounce, unable to take advantage of a spike in geopolitical risks due to an environment of rising interest rates. Two-year US government bond yields have reached 1.06%,...

Inflation spiked 7.1% in December, and the Fed is likely to raise interest rates already in March. Still, gold remains uninterested.“Inflation is too high,” admitted Lael Brainard during...