Commodities Analysis & Opinion

Gold prices are inching higher as the market awaits the US CPI release. Market reaction to the CPI data will depend on whether rate cut expectations are already priced in. From a technical analysis...

The rally in copper price has cooled off in recent weeks. Copper futures pulled back to below $9,000/t. IEF: the EV revolution alone will drive enough copper demand to outstrip supply in the next...

Hedge funds and other money managers have turned the most bearish on crude ever since the CFTC started to publish information on market positioning, with Brent and WTI net longs totaling a mere...

Brent crude oil prices dropped below $70 a barrel, the lowest since December 2021. OPEC+ downgraded 2024 oil demand growth forecasts, primarily due to weakness and concern around China. Technical...

The past 50 years have seen gold prices trading up and down but within a rising trend channel. Several things impact the price of gold, including the US Dollar, economy, war, uncertainty, etc. Our...

Are investors taking “All the news is in” events seriously? This week’s CPI and PPI inflation reports are likely dovish, and the only real debate now amongst stock and gold market analysts is whether...

Oil prices have not only wiped out their gains in one of the worst September performances in stocks since the 1950s but we are also seeing the price movement suggest a collapsing Chinese and US...

Natural gas prices face short-term pressure from weak demand and a looming storm Francine. Francine threatens U.S. supply, while colder European temperatures boost heating demand and potentially...

Gold’s standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities. Without digging up too much theory and analysis from the past, let’s...

Another week of bullish oil inventories cannot overshadow concerns about the global economy and the entrance into shoulder season. The Energy Information Administration reported U.S. commercial crude...

Gold continues to trend strongly, with key support levels holding firm. The US dollar's outlook remains bearish ahead of the first rate cut. Upcoming US CPI data could provide crucial clarity for...

Per our prior missive on Gold having recorded its second-narrowest trading week of 2024 (by percentage distance between high and low), now this last week’s performance perhaps is best categorized as...

Gold declined by only $3 but Silver declined 3% and the miners lost 6%-10%. There is technical damage but Gold relative to equities is approaching another critical test that could confirm a new...

Another week of bullish oil inventories cannot overshadow concerns about the global economy and the entrance into shoulder season. The Energy Information Administration reported U.S. commercial crude...