Tag: Commodities

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Is the Recent Fall in Bond Yields Inflation Related?

How do we make sense of the recent rally in...

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What’s Hot: Strong Fundamentals Driving Tin to Record Highs and Beyond

Earlier this year in February, we saw early signs of...

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What’s Hot: Brazilian Frost Keeps Coffee Grinding Higher

Arabica coffee prices have had a strong run in 2021,...

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Copper and Silver Come Under Pressure Amid Rising US Yields

BAKERSTEEL Electrum Fund I Class Factsheet June 2021 The Electrum...

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What’s Hot: As Goalposts Shift, Inflation Rises. Hedge with Commodities.

US inflation Inflation is popping up everywhere. Last Tuesday (13th...

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Gold Pulls Back on US Rate Hike Concerns – Are Gold Miners Oversold?

ES Baker Steel Gold and Precious Metals Fund B Class...

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Positioning for Inflation: Commodities and Gold can be Essential Hedging Instruments

The Long Time Series, back to the 1970s Commodities have...

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Commodities Index Innovation: The Next 30 Year

The S&P GSCI paved the way for three decades of...

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A moment in markets – Are we in a commodity supercycle?

The notion of a commodity supercycle is exciting for commodity...

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