Macro Point Of View

My Final Warnings for Q2: The Softs Collapse and Macro Black Swans

I’ve just published the final installment of my Q2 2026 Commodity Outlook. While everyone is watching the war in the

I’ve been watching the Dalian Commodity Exchange closely this morning, and the move in LPG is nothing short of historic.

The energy landscape shifted significantly this morning. As news of a two-week ceasefire between the USA/Israel and Iran hit the

I’ve been looking at the data for Q2 2026, and while everyone is distracted by the “Third Gulf War,” I’m

How does gold typically behave during the Easter season, and what do the statistics tell us about April 2026?

The race for energy supremacy has moved to the Arctic. While traditional markets face volatility, the alliance between Russia and

I’ve been tracking the precious metals markets for years, but I’ve never seen a setup quite like this. We are

The energy map is being redrawn in real-time. The crisis in the Persian Gulf has sent ripples far beyond the

New data from RaboResearch reveals a massive shift in arabica suitability. With up to 20% of current areas at risk

The Strait of Hormuz is blocked, and the energy markets are reacting with surgical precision. As we move further into