Commodities

Commodities are highly volatile assets. Price often below rational, logical, and reasonable levels. In April 2020, nearby NYMEX crude oil prices fell to negative $40.32 per barrel. Anyone holding… more

In August 2020, the US Federal Reserve made a not-so-subtle change to its inflation policy. The world’s leading central bank shifted from a 2% target to an average of a 2% target for the economic… more

The raw material markets made a comeback in the second quarter of 2020 after the global pandemic caused a deflationary spiral taking the prices of most assets lower in Q1. The commodity asset… more

There are many lessons that we can learn from the price action in commodities markets. Commodities tend to rise to prices where output increases, inventories build, and demand declines. At lofty… more

The dollar index moved lower by 1.14% in the fourth quarter of 2017, and commodities prices moved higher with five of the six major sectors posting gains. Out of the 29 commodities that I follow,… more

The dollar index moved lower by 2.02% in the first quarter of 2017, and commodities prices moved higher with four of the six major sectors posting gains. Many raw materials made multiyear lows in… more

The dollar index exploded higher by 7.23% in Q4 2016, but most raw material prices ignored the greenback. The principal raw materials traded on US and UK futures exchanges rose by 3.75% in Q4. The… more

These upcoming events will impact commodities:

It has been a busy year, beginning… more

The second quarter of 2016 is now in the books. It was a quarter of fear of uncertainty, volatility, and gains for commodities. Overall, a composite of the 29 primary commodities that trade on… more

First quarter of 2016 is now in the books. It was a quarter of fear, of uncertainty, of losses, and redemption. Overall, a composite of the twenty-nine major commodities traded on futures markets… more