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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Category: Monday Unconventional Edge
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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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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