Podcast Episodes

Commodity Compass – 1/16 - Commodities Fade Late in the Week as Iranian Tensions Decrease

This week’s commodity price action was defined by a dramatic mix of geopolitical risk and shifting macro data that set the tone early — only for sent…

4 months, 2 weeks ago

Commodity Compass – 1/9 - Venezuela News has Oil on Edge

This week commodity markets were dominated by a mix of geopolitical risk, macroeconomic signals, and shifting expectations about inflation and growth…

4 months, 3 weeks ago

Commodity Compass – 12/19 - Base Metals Find a Resurgence as Energy Lags

Commodity markets were genuinely mixed this week as a new batch of U.S. economic data exposed growing discrepancies in inflation signals, complicatin…

5 months, 2 weeks ago

Commodity Compass – 12/12 - The Dollar Weakens and Farmers Receive a Bailout

This week’s commodity price action was dominated by central-bank policy and government intervention headlines, starting with the Federal Reserve’s de…

5 months, 3 weeks ago

Commodity Compass – 12/04 - Silver and Natural Gas Steal the Stage this Week

Hopes for a December rate cut from the Federal Reserve (given soft inflation and weak hiring trends) buoyed non-yielding assets, but the broader tone…

6 months ago

Commodity Compass – 11/21 - Livestock Under Pressure this Week Amidst Equity Volatility

This week’s macro backdrop was dominated by sharp volatility across global equity markets as investors reacted to mixed economic signals and concerns…

6 months, 2 weeks ago

Commodity Compass – 11/14 - Volatility Returns as Growth Fears and Policy Uncertainty Weigh on Markets

It was a volatile week across global markets as the U.S. government shutdown finally ended, but worries about growth, stretched tech valuations, and …

6 months, 3 weeks ago

Commodity Compass – 11/08 – Pressured US Tariff Policies Rattle Markets this Week

This week, commodity prices slid broadly as global equity markets de-risked and traders grew cautious about growth prospects. The ongoing U.S. govern…

6 months, 4 weeks ago

Commodity Compass – 11/01 – Uranium Receives Headline Boost while China Returns to the US Soy Bean Market

The headlines this week were dominated by politics and trade: In Argentina’s mid-term elections, Javier Milei’s party secured a decisive win, boostin…

7 months ago

Commodity Compass – 10/25 – Policy Shock in U.S. Cattle, Geopolitics Drive Metal & Energy Narrative

The commodity narrative this week shifted from metals volatility to policy and geopolitics in the Americas.

Washington moved to quadruple low-tariff …

7 months, 1 week ago