The Commodity Report #80
US manufacturing contracted in November for the first time since May 2020 as output weakened in the face of a third-straight month of shrinking...
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Farewell to Fleet Street
My recent piece covered gold, where I have been concerned about the premium to index-linked bonds. I fear a 2020-type softening where gold...
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The Commodity Report #79
The world economy will be as weak next year as it was in 2009 after the financial crisis as the conflict in Ukraine risks becoming a “forever war,”...
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The Commodity Report #78
The Rabobank issued a research note last week where they forecasted that prices for agricultural commodities like coffee, feed grains and oilseeds...
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The Commodity Report #77
Fundamentally speaking, it was nearly a perfect week for commodities as much major news aligned during the week after China eased some Covid...
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