Category: FED

The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks

Posted on June 8, 2026 by Bogusz Kasowski

The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center

Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities

Posted on June 1, 2026 by Bogusz Kasowski

If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are

Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed

Posted on May 28, 2026 by Bogusz Kasowski

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US

From Fed Shifts to Supply Shocks: What is Driving the Global Markets Today

Posted on May 25, 2026June 1, 2026 by Bogusz Kasowski

The global macroeconomic landscape is moving at a breakneck pace, driven by a volatile mix of geopolitical friction, extreme weather,

Energy Markets Under Siege: From the Persian Gulf to Texas Export Terminals

Posted on May 11, 2026May 11, 2026 by Bogusz Kasowski

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.

Why the Strait of Hormuz is the Only Metric That Matters Right Now

Posted on May 4, 2026May 4, 2026 by Bogusz Kasowski

If you feel like the global economy is holding its breath, you’re right.

Why I Believe $5,000 gold is just the beginning for Q2 2026?

Posted on April 4, 2026April 3, 2026 by Bogusz Kasowski

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

Warsh, War, and Wealth: Navigating the New Macro Reality

Posted on March 27, 2026 by Bogusz Kasowski

The global macro landscape has just become significantly more complex. Between the leadership change at the Fed and the escalation

The Strait of Hormuz Crisis: Our Q2 2026 Commodity Outlook is Live

Posted on March 25, 2026March 25, 2026 by Bogusz Kasowski

Will the Third Gulf War halt the commodity supercycle? As oil targets $120 and Gold eyes new historic highs, the

Commodities News: OPEC+ moves shaking oil, Kamoa-Kakula’s rise & Vietnam weather drives coffee

Posted on August 26, 2024 by Bogusz Kasowski

In this episode of “Commodities News”, we dive into the latest market trends and explore the current situation surrounding three