Poland Just Beat China on Gold Buying. And That’s Not Even the Biggest Story.
The ceasefire broke after four days. The Strait of Hormuz closed again on June 20. Peace talks are continuing in
Continue reading
Category: Monday Unconventional Edge
Iran and the US Made Peace. Israel Says ‘No, Thanks’
Brent just dropped nearly 5% to $83, its lowest since March 10, after the US and Iran announced a peace
Continue reading
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
Continue reading
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
Continue reading
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,
Continue reading
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.
Continue reading