Commodities Analysis & Opinion

Under ordinary circumstances, one emergency rate cut should have been enough to do it for Wall Street. But these are extraordinary times, so even two unscheduled Fed cuts haven’t worked their...

Forget oil. The oft-used refrain that “it’ll probably get worse before it gets better” has suddenly taken on a very frightening meaning for markets and investors of most stripes and...

Fitch is making a bold bet on China and copper. Wall Street and the red metal’s charts tell a different story for now.As stocks and markets the world over experienced for a second time this week...

OPEC is going to do what it’s going to do. And beyond cutting production, there’s nothing the cartel can do to push oil prices higher. Yet, the epic demand destruction to crude caused by...

Typically, news of central banks synchronizing rate cuts should be great news for gold longs. But in the coronavirus era, risk trades might go up too, squirreling away money that might otherwise be...

As gold sold off together with the U.S. dollar and equities over the past week, it's sent out very confusing signals. Investors and analysts struggled to make sense of it. For example, ECL SALES...

2020 hasn’t been kind to oil bulls. After the Jan. 6, $63.27 close, it’s been down hill all the way. But that’s only part of the picture. Oil has been ranging since April 23, after...

In Aesop's fable, the satyr, or protagonist, declares he cannot trust a man who blows hot (to warm his hands) and cold (to cool his food) with the same breath. Natural gas bulls might find that lesson...

To Saudi Energy Minister Abdulaziz bin Salman, the coronavirus is a “house on fire” — treat it with a garden hose and risk losing the building, or call in the fire brigade. This...

Right now, market incongruities are increasing on what appears to be three levels:1. On Wednesday, both the S&P 500 and NASDAQ Composite each notched new record highs, yet demand for Treasurys...

Winter 2019/20 might not be the worst in years, at least it's not as warm as winter 2011/12. This week’s swing from south to north in natural gas prices, as a large part of America turned...

It looked dismal for the better part of the last six weeks, after its finish last year on top of the soft commodities heap. Now, weather woes in top grower Brazil are helping arabica coffee rally...

No one knows how coronavirus will end up influencing the Chinese economy or oil demand.One cause of this uncertainty: Sino society isn't open, and official information is largely controlled by the...

An unexpectedly intense chill has given natural gas bulls a chance to survive this week and possibly next with their long positions, as heating demand for the fuel rises in what's been one of the...