The Iran war enters its 100th day, pushing energy costs higher and reigniting inflation in major economies. Analysis of market impact and central bank response.
Quantitative hedge funds achieve double-digit returns in 2026, driven by strong commodity trends. Energy, currencies, and metals fuel gains as trend-following strategies capitalize on supply shocks and geopolitical shifts.
A naphtha shortage, stemming from the Iran conflict, is paralyzing petrochemical giants in Japan and South Korea, with operating rates slashed and supply chains under threat.
US Secretary of State Marco Rubio meets Indian PM Modi to discuss trade and energy, seeking to repair ties strained by tariffs and geopolitical shifts.
Copper, aluminum, and zinc face inflation-induced volatility amid supply shortages and demand shifts. Analysis of market impact and outlook.
Strait of Hormuz disruptions push oil prices higher, worrying bond investors about inflation. Goldman Sachs warns of $10 upside per month of delay.
Gold prices tumbled as Middle East peace hopes faded, dragging down mining stocks. Original analysis on market implications and outlook.
Lead prices surge on supply disruptions and strong demand. Analysts warn of further upside amid tight market conditions.
Copper prices rally as scarcity grips markets. Original analysis on drivers, historical parallels, and forward outlook for investors.
Wheat prices rally amid global scarcity, with bottlenecks in supply chains driving commodity and storage stocks higher. Analysis of market implications.
Silver leads commodity rally as scarcity drives markets. Expert analysis on bottlenecks and future outlook.
Silver outperforms gold by nearly 10% as industrial demand and scarcity fears drive a metals rally. Expert analysis on what this means for investors.
Platinum jumps 5.08% to $2,151 as scarcity fears grip the market. Analysis of supply deficits and what this means for investors.
Corn futures jump nearly 5% amid supply concerns. Expert analysis on scarcity and market outlook.
Lead rallies on supply disruption fears ahead of Trump-Xi meeting; small-cap stocks and memecoins also gain.
Platinum hits 2-month high but India's higher import duties threaten long-term demand. Original analysis on supply constraints vs. policy risk.
Palladium edges lower to $1,484 as firm US inflation dims Fed rate cut expectations, with original analysis on supply-demand dynamics.
Silver remains flat at $86 despite rate cut delays. Analysis of inflation, labor market, and geopolitical risks shaping the metal's outlook.
Crude oil rallies as US-Iran negotiations falter, fueling inflation concerns and pressuring gold. Analysis of market implications.