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Commodity Monthly Monitor - April 2026 / May 2026
The tightening trap: War, weather and policy reshape commodity markets
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Commodity Monthly Monitor - March 2026 / April 2026
Iran conflict is keeping commodities predictably unpredictable
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Commodity Monthly Monitor - February 2026 / March 2026
Geopolitics rewrites the commodity playbook
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Commodity Monthly Monitor - January 2026 / February 2026
Safe havens cool, energy stays firm
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Commodity Monthly Monitor - December 2025 / January 2026
Tariffs, turbulence and tight supply: a two-speed commodity market
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Commodity Monthly Monitor - October 2025 / November 2025
Energy takes the baton: commodities outrun stocks and bonds
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Commodity Monthly Monitor - September 2025 / October 2025
Debasement, dovishness and demand: commodities split between havens and cyclicals
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Commodity Monthly Monitor - August 2025 / September 2025
Easing, re-routing, and real assets: commodities match the risk rally
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Commodity Monthly Monitor - July 2025 / August 2025
Rate cut hopes meet trade tensions
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Commodity Monthly Monitor - June 2025 / July 2025
From trade wars to rate whispers: commodities caught in the crossfire
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Commodity Monthly Monitor - May 2025 / June 2025
Energy takes the baton: commodities regain leadership
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Commodity Monthly Monitor - April 2025 / May 2025
Escalation and reconciliation drive commodity volatility
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Commodity Monthly Monitor - March 2025 / April 2025
Commodities reshaped by tariffs and policy shocks
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Commodity Monthly Monitor - February 2025 / March 2025
Metals triumph despite Trump, tariffs, and trade disruption
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Commodity Monthly Monitor - January 2025 / February 2025
Gold breaks records, agriculture surges amid tariff turbulence
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Commodity Monthly Monitor - December 2024 / January 2025
Commodities lead the way in 2025 amid market uncertainty
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Commodity Monthly Monitor - October 2024 / November 2024
Trump 2.0 reverberates across commodities
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Commodity Monthly Monitor - September 2024 / October 2024
Global macro and geopolitics favour the metals
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Commodity Monthly Monitor - August 2024 / September 2024
Green shoots emerge in commodity markets
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Commodity Monthly Monitor - July 2024 / August 2024
Storm in a teacup settles to reveal a few scars in the commodity complex
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Commodity Monthly Monitor - June 2024 / July 2024
Fading US exceptionalism weighs on commodities
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Commodity Monthly Monitor - March 2024 / April 2024
Geopolitics increases connectedness of commodity markets
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Commodity Monthly Monitor - February 2024 / March 2024
Gold shines brightest amidst prospects of a soft landing
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Commodity Monthly Monitor - January 2024 / February 2024
Commodities: looking for goldilocks but finding bears
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Commodity Monthly Monitor - December 2023 / January 2024
Commodities’ geopolitical hedging credentials rise to the fore in 2024
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Commodity Monthly Monitor - October 2023 / November 2023
Start of the dollar bear trend provides tailwind for commodities
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Commodity Monthly Monitor - September 2023 / October 2023
Gold and oil take centre stage as geopolitics rise to the fore
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Commodity Monthly Monitor - August 2023 / September 2023
Commodities bounce back despite the higher for longer narrative
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Commodity Monthly Monitor - July 2023 / August 2023
Commodities a mixed bag as Chinese data weighs on sentiment
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Commodity Monthly Monitor - May 2023 / June 2023
Geopolitics back in the driving seat
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Commodity Monthly Monitor - February 2023 / March 2023
Risk-off in commodities as the impact of long and variable policy lags arrives
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Commodity Monthly Monitor - January 2023 / February 2023
Supply tightness vs. macro headwinds
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Commodity Monthly Monitor - December 2022 / January 2023
Commodities rally on China’s accelerated reopening and hopes of monetary pivot nearing
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Commodity Monthly Monitor - September / October 2022
Commodities now eyeing a cyclical recovery
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Commodity Monthly Monitor - August / September 2022
A market ripe for short covering rallies
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Commodity Monthly Monitor - August / September 2022
Will the commodity bounce from late summer last?
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Commodity Monthly Monitor - June / July 2022
Commodities narrowly miss a bear market for now
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Commodity Monthly Monitor - May / June 2022
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Commodity Monthly Monitor - April / May 2022
Energy and agricultural supply tightness counters economic demand soft patch
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Commodity Monthly Monitor - March / April
China sneezing doesn’t mean commodities will catch a cold
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Commodity Monthly Monitor - February / March
War intensifies commodity market tightness
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Commodity Monthly Monitor - January / February 2022
Commodities start the year of the Tiger with a roar
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Commodity Monthly Monitor - December / January 2022
The best commodity performance in over two decades
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Commodity Monthly Monitor - October / November 2021
Commodities to catch an inflation bid?
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Commodity Monthly Monitor - September / October 2021
Energy takes the commodity complex by storm
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Commodity Monthly Monitor - June / July 2021
Commodities had their best quarterly performance in a decade
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Commodity Monthly Monitor - Mar / Apr 2021
Macro conditions remain supportive despite China sprinkling seeds of doubt.
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Commodity Monthly Monitor - Feb / Mar 2021
Cyclical commodities ignore the sell-off in equities. While energy, industrial metals and agriculture continue to post strong gains, precious metals remain a laggard.
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Commodity Monthly Monitor - Jan / Feb 2021
Entering the year of the ox — it is unsurprising that commodity markets are feeling bullish. The commodity sector has started 2021 with a bang.
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Commodity Monthly Monitor - October 2020
A positive, albeit volatile start to the final quarter of 2020
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Commodity Monthly Monitor - January 2020
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Commodity Monthly Monitor - November 2019
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Commodity Monthly Monitor - October 2019
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Commodity Monthly Monitor - September 2019
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Commodity Monthly Monitor - June/July 2019
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Commodity Monthly Monitor - May/June 2019
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Commodity Monthly Monitor - December 2018
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Commodity Monthly Monitor - October 2018: Past Peak Bearishness
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Commodity Monthly Monitor - February/March 2019: Dovish Fed counters a delayed trade deal
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Commodity Monthly Monitor - January/February 2019: Commodities - a phoenix rising from the ashes
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Commodity Monthly Monitor - November 2018
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