Energy has been one of the few bright spots for commodities this year. Ex-energy commodities have rarely seen such poor returns.... Read More
Broad commodity weakness threatens to undermine confidence in Southeast Asia just as economic growth improved. Signs of optimism in Australian search trends will be tested. ... Read More
For now, falling prices for industrial metals and agricultural commodities have not put much of a dent in our global growth estimate. This is consistent with our belief that the trade wars are the side-show to slowing economic growth in key regions like Europe and Southeast Asia. ... Read More
Disruptions in Libya are old hat, but another major outage in Canada will be a windfall for some U.S. shale producers. ... Read More
Grains and other agricultural commodities are reeling as trade tensions escalate between the U.S. and China. Chinese tariffs on soybean imports could be devastating for politically critical regions in the rust belt. ... Read More
Consumer and investor interest in gold continued to fall over the past month. Net outflows from physical gold ETFs are accelerating and the outlook for the precious metal looks precarious. ... Read More
A look at commodity total returns this year... Read More
A look at spot and inflation-adjusted gold prices since 1900... Read More
Falling search trends for financial markets and news is bearish for gold. ... Read More
Commodity returns since the Fed hiked in December 2017... Read More
Charts that are near extremes and caught our eye this week... Read More
Don't forget about roll yields when investing in commodity futures.... Read More