The Handshake Delivered Nothing. Here’s What Moved Anyway.
The biggest meeting of the year came and went, and settled almost nothing. Two leaders shook hands in Washington, called
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Category: FED
The AI Commodity Illusion: Copper Deficits Meet the Return of the Fed Hawks
The narrative around artificial intelligence is hyper-focused on chips, but the real macro battlefield is physical infrastructure. Between data center
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Wall Street Ramps Up Copper Targets & Geopolitical Crunches Strike Commodities
If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are
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Crude Oil Macro Perspective: Why Wall Street’s Peace Optimism is Flawed
The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US
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From Fed Shifts to Supply Shocks: What is Driving the Global Markets Today
The global macroeconomic landscape is moving at a breakneck pace, driven by a volatile mix of geopolitical friction, extreme weather,
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Energy Markets Under Siege: From the Persian Gulf to Texas Export Terminals
I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.
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Why the Strait of Hormuz is the Only Metric That Matters Right Now
If you feel like the global economy is holding its breath, you’re right.
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Why I Believe $5,000 gold is just the beginning for Q2 2026?
I’ve been tracking the precious metals markets for years, but I’ve never seen a setup quite like this. We are
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Warsh, War, and Wealth: Navigating the New Macro Reality
The global macro landscape has just become significantly more complex. Between the leadership change at the Fed and the escalation
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The Strait of Hormuz Crisis: Our Q2 2026 Commodity Outlook is Live
Will the Third Gulf War halt the commodity supercycle? As oil targets $120 and Gold eyes new historic highs, the
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