“I think it’s from all those dog-gone cocoa beans. Hey, by the way, did you guys know that chocolate contains a property that triggers the release of endorphins? Gives one the feeling of bein...
The S&P GSCI, the world’s leading commodities benchmark, could not escape the volatile markets experienced in February, as the index fell 3.83% for the month. Despite recent declines, inflation...
Commodities crushed it in 2021, with stretched supply chains a driving factor. The strong performance didn’t stop as we entered 2022. In this blog, we specifically look at crude oil and natural...
What a difference a year makes. April 21, 2021, marks the one-year anniversary of the S&P GSCI’s low. Since then, we have entered a different economic, social, and geopolitical environment, and...
https://www.indexologyblog.com/2021/04/20/one-year-after-the-rapid-reset/
An inflationary tide lifted almost all commodity boats in February 2021. Most constituents of the S&P GSCI rose while gold, the commodity that market participants often look to for inflation prot...
https://www.indexologyblog.com/2021/03/01/copper-crashes-the-energy-party-in-february/
Last year might end up being known as the year of countless inflection points. Narratives that were playing out over months and years were accelerated or reversed with volatility not seen since W...
https://www.indexologyblog.com/2021/01/06/reflecting-on-the-inflection-points-of-2020/
The S&P GSCI rose 5.09% in June and 10.47% for the second quarter of 2020. The recovery in the second quarter did not fully retrace the dramatic downside from the first quarter, as can be seen in...
https://www.indexologyblog.com/2020/07/01/june-heatwave-for-metal-and-petroleum-commodities/
The long-term impact of the COVID-19 pandemic on commodities markets is not yet known. There have undoubtedly been short-term impacts on supply and demand, ranging from a collapse in oil demand t...
https://www.indexologyblog.com/2020/06/18/crude-oil-can-get-carried-away-by-contango/
COVID-19 continued to wreak havoc across commodities markets in April. The S&P GSCI fell 9.67% in April and 47.92% YTD. Economic data continued to weaken into uncharted territory. Supply chains c...
https://www.indexologyblog.com/2020/05/01/will-april-pain-lead-to-may-gain-for-commodities/
The S&P GSCI Brent Crude Oil has fallen by more than 30% over the first six trading days of March. On Friday, March 6, 2020, Russia opted out of a Saudi-led proposal to extend and deepen crude pr...