Category: USD

The Aftershocks of 2026: Fertilizer Crises, Depleted Reserves, and the New Economic Reality

Posted on June 14, 2026June 10, 2026 by Bogusz Kasowski

A signed peace treaty in the Persian Gulf does not mean a return to the old economic status quo. While

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

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.

Crude Oil: Beyond the Headlines: The Invisible Energy Crunch of 2026

Posted on April 23, 2026 by Bogusz Kasowski

In my latest deep dive for the “Crude Oil Macro Perspective” series, I’m breaking down the massive disconnect currently paralyzing

Statistical Probability for Gold – Easter 2026 (video)

Posted on April 5, 2026April 4, 2026 by Bogusz Kasowski

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

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 Iran War Has Begun: Oil, Logistics, and Global Escalation

Posted on February 28, 2026 by Bogusz Kasowski

The war in Iran has begun. As predicted following the conclusion of the Olympic Games, a preemptive strike by Israel

Navigating Global Market Turmoil: Crude Oil & Gold Prices Amid Middle East Escalation & FOMC Decisions

Posted on April 16, 2024July 11, 2024 by Bogusz Kasowski

Explore the volatile landscape of global markets in our latest update.

Gold Rush: Exploring the All-Time Highs and Future Scenarios

Posted on April 8, 2024July 11, 2024 by Bogusz Kasowski

Join us on a riveting exploration into the unprecedented surge of gold prices, skyrocketing to all-time highs.