Commodities Analysis & Opinion

The dovish comments from the Federal Reserve helped to improve sentiment yesterday, with gold prices recovering back to around US$2,030/Oz. Crude oil prices also gained on OPEC and EIA reports,...

An upbeat Fed meeting has dashed hopes of any imminent interest rate hikes. Federal Reserve's dovish tone yesterday has ignited a rebound in gold and silver prices. Gold has resurged above $2,000,...

Following Friday’s stronger US data, both gold and silver slumped to close the week sharply lower, even if the former had hit a new record high at the start of last week and the latter reaching...

Despite a recent oil price recovery, bearish momentum persists, fueled by doubts over OPEC's output cuts and US crude exports. Seven weeks of declining oil prices have raised concerns about OPEC+...

Low temperatures in Europe in early December have failed to boost natural gas prices Inventories in Europe and the US remain at high levels Could this mean natural gas prices are set to plummet even...

Precious metals prices have been creeping higher with Gold trading over $2000/oz.A weaker US Dollar has provided a nice tailwind and Gold bugs celebrated a new monthly closing high last week. So, is...

Supportive fundamentals, lingering geopolitical risks and expectations of Federal Reserve easing suggest the complex will trend higher next year. However, with plenty of uncertainty over global...

Gold touched a new all-time high on Monday, lifted by Jerome Powell's remarks that current interest rate levels are keeping inflation under control. Gold briefly soared to a new all-time high on...

Since I wrote my last analysis on Oct. 8, 2023, Natural Gas Futures remained in bearish territory after the formation of head and shoulders pattern and tested a high at $3.623 on Oct. 31,...

November has seen a broad uptrend in commodities driven by weather conditions and trade restrictions, with silver, rice, and cocoa in focus. The silver market has shown a bullish trend, influenced by...

Sentiment in the oil market remains negative despite the growing noise of potentially deeper OPEC+ cuts. Meanwhile, a weaker USD and lower treasury yields continue to push gold higherEnergy -...

The Copper to Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June 2022.Copper: Cyclical, inflation sensitive, and a material of positive economic...

Much of the commodities complex was supported by further weakness in the USD yesterday, while for oil, rising geopolitical tension and expectations of OPEC action provided further supportEnergy - USD...

If you have been reading any of my articles over the last 12 years, you know that I have a major issue with the common view of how markets work, as represented through the public articles that we all...