Commodities Overview Chart Pack Industrial commodities rally, but too good to last Commodity prices jumped in the second half of the month despite a stronger US dollar. Concerns about Iranian production and news that OPEC didn’t increase output at one of its technical meetings meant... 2nd October 2018 · 1 min read
Commodities Overview Chart Pack Oil bucks the negative trend Most commodity prices fell in August on the back of ongoing global trade tensions and worries over an economic slowdown in China. 3rd September 2018 · 1 min read
Commodities Overview Chart Pack Prices wobble on demand concerns Commodity prices dropped in the first half of July, despite a slight depreciation of the US dollar. Concerns about trade tensions were the main reason behind the falls. Lower trade volumes would lead... 1st August 2018 · 1 min read
Commodities Overview Chart Pack Rising protectionism drags on commodity prices Overview – Most commodity prices fell in June, depressed by escalating trade tensions and a stronger US dollar. Energy prices were the main exception. 2nd July 2018 · 1 min read
Commodities Overview Chart Pack Commodities shrug off the stronger dollar Commodity price indices surged in May despite a jump in the US dollar. Oil prices got a boost from the re-imposition of US sanctions on Iran which threaten to reduce oil output by up to 1m bpd... 1st June 2018 · 1 min read
Commodities Overview Chart Pack Geopolitics trump fundamentals Commodity price indices surged in April despite a jump in the US dollar. Fading fears of a global trade war gave a lift to riskier assets more generally, while escalating tensions in the Middle East... 1st May 2018 · 1 min read
Commodities Overview Chart Pack Oil rises, despite trade woes Commodity prices drifted down in March, despite a relatively stable US dollar. However, given the slump in developed market equities, commodity prices held up relatively well. This was largely due to... 3rd April 2018 · 1 min read
Commodities Overview Chart Pack Agriculturals bucked the trend Commodity prices fell sharply in the wake of the sell-off in global equity markets in late-January, but have recovered much of the lost ground. The key sub-sectors of the S&P GSCI are now close to... 1st March 2018 · 1 min read
Commodities Overview Chart Pack Dollar weakness bolsters commodities Commodity prices trended higher in January, with all the major sub-sectors of the S&P GSCI recording gains. Energy led the way, rising by 4.5% m/m. Dollar weakness was the main driver of the rally in... 1st February 2018 · 1 min read
Commodities Overview Chart Pack Optimism fuels a late-year rally Commodity prices surged in December as the US dollar weakened. Looking at the sector breakdown, most sub-sectors of the S&P GSCI rose, led by industrial metals. Agriculturals were the only exception... 2nd January 2018 · 1 min read
Commodities Overview Chart Pack Signs of China slowing weigh on industrials Commodity prices edged slightly higher in November on the back of a depreciation in the US dollar. Looking at the sector breakdown, most sub-sectors of the S&P GSCI moved higher. Industrial metals... 1st December 2017 · 1 min read
Commodities Overview Chart Pack Commodities on a tear October was another strong month for the prices of industrial metals and oil as optimism about demand prevailed while prospects for supply deteriorated. We are more cautious, however. There are now... 1st November 2017 · 1 min read
Commodities Overview Chart Pack Rally in oil starting to burn out Oil prices surged in September, which in turn boosted the prices of agriculturals. In contrast, concerns about demand and dollar appreciation weighed on metals prices. Looking ahead, the price of oil... 2nd October 2017 · 1 min read
Commodities Overview Chart Pack Trump and China boost metals prices Hurricane Harvey severly disrupted oil production, refining and trade in the US at the end of August. The US government was even forced to release crude supplies from its strategic reserve. Meanwhile... 1st September 2017 · 1 min read
Commodities Overview Chart Pack A weaker US dollar boosts commodities The prices of most commodities rose last month. In part, this was due to a weaker dollar. But stronger economic activity data for China also played a role. We think that growth in China is likely to... 1st August 2017 · 1 min read
Commodities Overview Chart Pack Industrials boosted by signs of stability in China A tentative revival in China’s economic activity late in the second quarter gave a renewed lift to the prices of the more industrial metals in June. However, it failed to translate into higher... 3rd July 2017 · 1 min read