Commodities News
Markets, macro and movers — curated.
Crosscurrents in the Market: Resilient Data, a Software Shakeout, and a Copper Squeeze
Markets navigate firm PMI readings, a sharp software sell-off, semiconductor strength, and a structural copper supply squeeze driving miner-commodity divergence.
Crude Oil Volatility, the Helium Supply Crisis, and a Weakening Housing Market
An analysis of crude oil price dynamics, the emerging helium supply crisis threatening semiconductors, and deteriorating US housing sentiment.
Crude Oil Demand Destruction, Energy Shocks, and the Ripple Effects on Agriculture and Inflation
An analysis of crude oil demand destruction driven by geopolitical conflict, its parallels to past energy shocks, and cascading effects on agriculture and inflation.
The Case for a Crude Oil Blow-Off Top and an Eventual Price Collapse
An analysis of why crude oil near $115 may be forming a blow-off top, with historical parallels suggesting a dramatic price decline ahead.
The $100 Oil Threshold and the Commodity Domino Effect
How crude oil's psychological $100 barrier triggers a domino effect across commodities, food prices, and the broader economy.
Geopolitical Tensions, Commodity Shortages, and the Hidden Vulnerabilities of the AI Supply Chain
Geopolitical negotiations, weak Treasury auctions, and critical commodity shortages converge to threaten global semiconductor production and reshape markets.
Gold Loses Its Shine as Inflation Fears Override Safe-Haven Appeal
Rising oil prices from the Iran conflict are fueling inflation fears, undermining gold's safe-haven status and dimming hopes for rate cuts.
Oil Markets, Grain Prices, and Housing Data Signal a Complex Economic Landscape
An analysis of crude oil's pullback amid Strait of Hormuz tensions, grain market resistance levels, and a tepid US housing outlook.