Commodity Compass Weekly

Clear Commodity Network
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Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead. Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.

  1. 5 GG FA

    Commodity Compass – 2/7 - Whiplash Volatility in Commodities this Week

    This week’s commodity session was driven by whiplash volatility across risk assets, with early-week caution giving way to sharp reversals as traders recalibrated macro expectations into Friday. U.S. labor signals helped set the tone: ADP showed just 22,000 private-sector jobs added in January, well below expectations, while weekly jobless claims jumped more than expected, with snowstorms cited as a major driver — all of it feeding the narrative that the labor market is losing momentum at the margin. That softer growth pulse kept rate expectations lively and pushed markets to trade every data point through the lens of “how soon and how deep” policy easing could get in 2026.

    13 min

  2. 31 GEN

    Commodity Compass – 1/30 - Energy Prices Rise while Precious Metals Face a Hard Correction

    This week was defined by a violent correction in precious metals, with both gold and silver pulling back hard after months of relentless upside, as profit-taking, a stronger U.S. dollar, and shifting rate expectations triggered one of the largest weekly drawdowns we’ve seen this cycle. A major macro headline hanging over markets was the growing buzz that Kevin Warsh is President Trump’s preferred pick for the next Fed Chair — a nomination viewed as more hawkish and more market-discipline focused, which pushed yields higher and cooled some of the easy-money narrative that had fueled metals. At the same time, the U.S. dollar staged a notable rebound, snapping a multi-week slide and creating mechanical pressure across the entire commodity complex.

    16 min

  3. 24 GEN

    Commodity Compass – 1/23 - Natural Gas and Silver Take the Spotlight This Week

    This week felt like a classic rotation trade: precious metals higher, base metals mixed, and energy chopping around as geopolitics and capital flows drove the tape. Gold and silver caught a strong bid as tensions around Greenland cooled, removing some near-term geopolitical risk but paradoxically pushing investors back into monetary hedges rather than hard-risk assets. Commentary from the World Economic Forum added to that tone, with policymakers openly discussing debt sustainability, de-globalization, and the fragility of sovereign balance sheets — not exactly a backdrop that inspires confidence in fiat assets.

    16 min

  4. 16 GEN

    Commodity Compass – 1/16 - Commodities Fade Late in the Week as Iranian Tensions Decrease

    This week’s commodity price action was defined by a dramatic mix of geopolitical risk and shifting macro data that set the tone early — only for sentiment to fade into Friday’s close. Markets opened the week with heightened tensions in Iran, including new confrontations and sanctions headlines that briefly lifted energy and safe-haven commodities on fears of supply disruption in the Middle East. That geopolitical risk premium was amplified by mixed macro data out of the U.S. — where inflation readings showed persistent stickiness even as jobs data remained softer than expected — leaving traders conflicted about the path for policy and growth.

    19 min

  5. 9 GEN

    Commodity Compass – 1/9 - Venezuela News has Oil on Edge

    This week commodity markets were dominated by a mix of geopolitical risk, macroeconomic signals, and shifting expectations about inflation and growth. Oil prices were especially reactive to unfolding events in Venezuela, where U.S. intervention and moves to potentially redirect Venezuelan oil exports into global markets injected volatility into crude benchmarks. At the same time, U.S. economic data — notably weaker-than-expected jobs figures — reinforced that labor market momentum has slowed, tempering inflation pressures and complicating Federal Reserve policy expectations for 2026. Support for Commodity Compass comes from TerraHutton.

    15 min

  6. 19/12/2025

    Commodity Compass – 12/19 - Base Metals Find a Resurgence as Energy Lags

    Commodity markets were genuinely mixed this week as a new batch of U.S. economic data exposed growing discrepancies in inflation signals, complicating expectations for monetary policy in 2026. While headline CPI and PPI continued to cool, components tied to shelter, services, and food prices remained sticky—keeping real-asset investors cautious rather than aggressive. Markets also reacted to renewed headlines around Venezuelan oil flows, as U.S. officials signaled flexibility on enforcement amid broader energy-security concerns, weighing on crude but supporting downstream inflation narratives. The metals were the big outperformers this week, while energy continued to show weakness and agriculture was mixed.

    13 min

  7. 12/12/2025

    Commodity Compass – 12/12 - The Dollar Weakens and Farmers Receive a Bailout

    This week’s commodity price action was dominated by central-bank policy and government intervention headlines, starting with the Federal Reserve’s decision to cut rates and resume short-dated Treasury purchases, which markets interpreted as a renewed liquidity backstop. That move initially supported precious metals and energy, but also reinforced concerns that economic momentum is slowing faster than expected. Equity markets turned volatile as investors debated whether the Fed’s actions were pre-emptive easing or a response to deeper stress, triggering broad de-risking that weighed on industrial commodities. The U.S. dollar softened early in the week before stabilizing, creating choppy cross-currents across metals and energy. Adding to the macro mix, the White House floated a new farmer bailout proposal, aimed at offsetting lower crop prices and export uncertainty, which briefly supported some ag sentiment while underscoring stress in the rural economy.

    14 min

  8. 05/12/2025

    Commodity Compass – 12/04 - Silver and Natural Gas Steal the Stage this Week

    Hopes for a December rate cut from the Federal Reserve (given soft inflation and weak hiring trends) buoyed non-yielding assets, but the broader tone remained cautious as traders weighed soft demand against still-ample supply. The result: demand-sensitive commodities — base metals, energy and industrial minerals — came under pressure, while safe-haven assets saw sporadic bouts of interest.

    13 min
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Descrizione

Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead. Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.

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