COMMENTARY: The S&P 500 eked out a modest gain of 0.13% for the week ending May 15, 2026, masking a significant divergence playing out beneath the surface — one defined almost entirely by the global energy crisis. The continued closure of the Strait of Hormuz, through which roughly 35% of the world’s seaborne crude oil […]
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COMMENTARY: The S&P 500 advanced 2.33% for the week ending May 8, 2026, as investors responded positively to improving risk sentiment and stronger-than-expected corporate earnings across several growth-oriented sectors. Within the global commodities markets, investor attention remained focused on shifting demand expectations tied to global manufacturing activity, continued U.S. dollar weakness, and evolving supply conditions
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COMMENTARY: The S&P 500 gained 0.91% for the week ending May 1, 2026, as investors navigated another active stretch for global commodity markets. Rising geopolitical tensions surrounding the Strait of Hormuz pushed energy prices sharply higher, while improving sentiment toward artificial intelligence infrastructure and global electrification trends continued to support select mining and battery-related industries.
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COMMENTARY The S&P 500 advanced 0.55% for the week ending April 24, 2026, supported in part by a sharp rebound across global commodities markets. Energy prices led the move higher, while metals showed more mixed performance. Key macro highlights included tightening crude supply expectations driven by geopolitical developments, improving demand signals from major economies, and
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COMMENTARY: The S&P 500 delivered a strong performance this week, advancing 4.54% for the period ending April 17, 2026, as investor sentiment improved across risk assets. Within global commodities, markets were shaped by a combination of easing macro concerns, a weaker U.S. dollar, and renewed focus on supply constraints. Notably, industrial and strategic metals outperformed
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Gold & industrial metals delivered very different flavors of upside in 2025, and that split sets up a clear choice for 2026 positioning. 2025 scorecard – precious vs industrial Precious metals GLD (gold): Gold had a huge year; GLD returned about 64% in 2025, beating major equity indices as investors looked for safety amid political
2026 oil & gas storylines Oil prices have stayed relatively firm into early 2026, supported by OPEC+ supply management, geopolitical tension, and resilient global demand. The United States Oil Fund (USO) reported “strong” January 2026 results, with total income around 143 million dollars and NAV up to roughly 1.0 billion dollars, reflecting profitable long oil
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