Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months after.</li><li>Historically, industrial metals tend to lag energy by several months.</li><li>By contrast, prices of precious metals, especially gold, generally rise six months after the first rate cut then hit a temporary plateau —something we saw even during the extremes of the 2008 financial crisis and the recent pandemic. </li></ul>

In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months after.Historically, industrial metals tend to lag energy by several months.By contrast, prices of precious metals, especially gold, generally rise six months after the first rate cut then hit a temporary plateau —something we saw even during the extremes of the 2008 financial crisis and the recent pandemic. 

How Commodities Perform Around First Rate Cut

Soybean Oil Active Contract / Commodities

<ul><li>We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.</li><li>This great chart by S&amp;P Global highlights this once again.</li><li>Meanwhile, this importance could at least top out over the next couple of years - as the demographic problem really hits the country.</li></ul>

We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.This great chart by S&amp;P Global highlights this once again.Meanwhile, this importance could at least top out over the next couple of years - as the demographic problem really hits the country.

China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex

United States

Crude soybean oil meeting exchange-approved gradesand standards. (Price quoted in cents per pound)

Price Gauge
52-week Range	0.00 - 0.00
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Dividend (Yield)	0.00

Soybean Oil Active Contract (BOA COMDTY)

How Commodities Perform Around First Rate Cut

In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...

The Commodity Report

China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex

We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.

The Commodity Report

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)