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Commodity Compass - 3/27 - Iran Shuts the Door
This week’s commodity story came down to three data points, and none of them were bullish for a resolution. Iran’s IRGC turned back two Chinese-flagg…
2 months, 1 week ago
Commodity Compass - 3/21 - Iranian Escalations Move Towards Midstream Energy Infrastructure
Commodity markets were driven by one overwhelming reality this week: the Middle East conflict moved from a war narrative to an energy system story. A…
2 months, 2 weeks ago
Commodity Compass - 3/14 - Commodities Become front Line of Global Risk Pricing
This week, commodity markets traded under the shadow of a single question: what happens if the Strait of Hormuz becomes a battlefield? After last wee…
2 months, 3 weeks ago
Commodity Compass – 3/6 - The Iranian Conflict Launches Oil Volatility
The commodity complex was thrown into one of the most geopolitically charged environments we’ve seen in years this week. Joint U.S. and Israeli strik…
2 months, 4 weeks ago
Commodity Compass – 2/27 - Precious Metals and Energy Rise on a Week where Growth Stocks Fell
This was a week where volatility wasn’t random — it had a trigger. The release of the Citrini report sent shockwaves through high-multiple tech names…
3 months, 1 week ago
Commodity Compass – 2/22 - Military Movements in the Middle East Cause Metals and Energy to Rise
This week was a headline trader’s market. The Supreme Court’s decision to take up challenges related to presidential tariff authority reintroduced un…
3 months, 2 weeks ago
Commodity Compass – 2/13 - Metals Stabalize while Grains and Livestock Show Relative Strength
This week, commodities traded in a market that was recalibrating fast. U.S. inflation data came in cooler than expected, reinforcing the disinflation…
3 months, 3 weeks ago
Commodity Compass – 2/7 - Whiplash Volatility in Commodities this Week
This week’s commodity session was driven by whiplash volatility across risk assets, with early-week caution giving way to sharp reversals as traders …
3 months, 4 weeks ago
Commodity Compass – 1/30 - Energy Prices Rise while Precious Metals Face a Hard Correction
This week was defined by a violent correction in precious metals, with both gold and silver pulling back hard after months of relentless upside, as p…
4 months ago
Commodity Compass – 1/23 - Natural Gas and Silver Take the Spotlight This Week
This week felt like a classic rotation trade: precious metals higher, base metals mixed, and energy chopping around as geopolitics and capital flows …
4 months, 1 week ago