Tag Archives: commodities

15Mar/25

Markets in Turmoil: Uncertainty, Inflation, and Fear Grip Investors

March 15, 2025Long-Term Investing#economicfundamentals, Bonds, commodities, Equities, Fiscal Policy, Investing, Monetary Policy, Recession, Stocks, Wealthgpowell

The U.S. economy and stock markets are facing heightened uncertainty as a mix of inflation concerns, political instability, and recession fears weigh heavily on investor sentiment. While economic indicators present a mixedRead More…

09Feb/25

Financial Markets: Risks and Opportunities in 2025

February 9, 2025Long-Term Investingcommodities, Economics, Energy, Global Investing, Risk, Stocks, Trade Policy, tradewar, Volatilitygpowell

As we progress into 2025, global financial markets continue to be shaped by a mix of optimism, uncertainty, and geopolitical risk. The S&P 500 has maintained its momentum from 2023 and 2024,Read More…

25Jan/25

Biannual Commodities Update January 2025

January 25, 2025Global Investing, Long-Term Investingcoffee, commodities, copper, corn, Crude Oil, Energy, gold, natural gas, Silver, Soybeans, Volatility, wheatgpowell

2024 Commodity Markets: Precious Metals and Agricultural Commodities Produce Standout Performance The commodity markets in 2024 exhibited significant volatility, characterized by notable divergences across different sectors. The year was marked by record-breakingRead More…

29Nov/24

Market Commentary: Unprecedented Concentration in 2024 Rally

November 29, 2024Long-Term Investing#2024rally, #activemanagement, #corporatedebt, #economicfundamentals, #electionresults, #federalreserve, #financialmarkets, #fiscaldebt, #geopolitics, #goldprices, #investmentstrategies, #marketcommentary, #marketconcentration, #marketoutlook, #monetarypolicy, #riskmanagement, #technologysector, commodities, Inflationgpowell

Introduction The U.S. stock market has demonstrated remarkable strength in 2024, with the S&P 500 surpassing the psychologically important 6,000 mark. While this rally reflects robust economic fundamentals and strong corporate performance,Read More…

31Jul/24

Biannual Commodities Update

July 31, 2024Global Investing, Long-Term Investingaluminum, cobalt, commodities, copper, Crude Oil, gold, graphite, lithium, natural gas, nickel, Silver, Soybeansgpowell

Geopolitics, Weather, and Economic Forces Drive Mixed Commodity Performance As we move through 2024, the global commodities market continues to experience significant volatility, driven by a complex interplay of economic, geopolitical, andRead More…

24Jan/24

Biannual Commodities Update January 2024

January 24, 2024Global Investing, Long-Term Investingaluminum, coal, commodities, copper, corn, Crude Oil, Global Investing, Global Trade, gold, lead, lithium, natural gas, nickel, palladium, Platinum, Silver, value investing, wheat, Zincgpowell

Global Commodities Market Performance and Growth Trends in 2023 Lacklustre demand and ample and, in some cases, oversupply meant it was a tough year for the lion’s share of the commodity basketRead More…

28Jul/23

Biannual Commodities Update July 2023

July 28, 2023Global Investing, Long-Term Investingaluminum, China, coal, commodities, copper, corn, gold, natural gas, Silver, Soybeans, wheatgpowell

Recession Concerns Undermine Commodity Markets in First Half Ongoing fears of a recession, which has yet to come, cast a pall over commodity markets during the first half of the year, withRead More…

30Jan/23

Biannual Commodities Update January 2023

January 30, 2023Long-Term InvestingBase Metals, coal, commodities, Crude Oil, Interest Rates, LNG, lumber, natural gas, Precious Metals, Soybeansgpowell

It was a year of two halves for commodity markets. The Russia-Ukraine war dominated the markets during the year’s first half, and macroeconomic factors were the driving force in the second half.Read More…

21Jan/21

Biannual Commodities Update January 2021

January 21, 2021Global Investingcommodities, copper, Crude Oil, Global Investing, gold, lumber, natural gas, Precious Metals, Silver, Soybeansgpowell

The tables turned for commodities during the second half of the year, with an across-the-board rally putting all but oil and coal prices in the black for the year. The steep climbRead More…

26Jul/20

Commodities Update First Half 2020

July 26, 2020Long-Term Investingcoal, commodities, copper, Crude Oil, Economics, gold, natural gas, Platinum, Silver, Zincgpowell

The onset of the COVID-19 pandemic made it a tumultuous six months for commodities, with only the precious metals, gold, and silver, putting in a positive performance as investors took shelter fromRead More…