Global commodity markets were mixed heading into Friday’s key U.S. employment report. Precious metals benefited from a softer U.S. dollar and ongoing geopolitical uncertainty, while energy markets paused after a volatile week driven by Middle East developments. Investors continue to balance concerns around slowing global growth, particularly in China, against tightening supply conditions across several […]
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ETFCommodities.com House Model — May 2026 Monthly Attribution Report MTD through May 29, 2026 May Review ETFCommodities.com’s House Model was essentially flat in May, but materially outperformed the benchmark as GSG sold off sharply. The model returned +0.01% MTD versus GSG down 7.53%, producing +7.55% of active return. The month marked a reversal from the
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Commodity ETFs were mixed on the day, with energy-focused funds leading performance. Oil-related ETFs rallied sharply following the recent surge in crude prices, with the United States Oil Fund (USO) gaining 5.0%, the leveraged ProShares Ultra Bloomberg Crude Oil Fund (UCO) rising 5.1%, and the Invesco DB Oil Fund (DBO) advancing 3.2%. Energy equity ETFs
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Global commodity markets opened the week on a mixed but generally constructive note as U.S. equity futures pointed higher following last week’s record closes for both the S&P 500 and Dow Jones Industrial Average. Commodity markets were driven primarily by escalating geopolitical tensions in the Middle East, which pushed energy prices sharply higher while weighing
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Commodity ETFs were broadly higher on the day, led by strength in natural gas, industrial metals, and mining-focused funds. The standout performer was the natural gas complex, where the ProShares Ultra Bloomberg Natural Gas ETF (BOIL) surged 12.8%, while the United States Natural Gas Fund (UNG) gained 6.4%, reflecting the sharp rally in natural gas
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ETFCommodities.com’s House Model gained 31.63% YTD but trailed GSG’s 49.18% surge as gold, silver, natural gas, agriculture and miners dragged on attribution. USO remained the offsetting bright spot, while FactSet flows showed capital rotating into copper, energy and agriculture.
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Commodity ETFs were broadly weaker on Thursday, May 28, as investors reduced exposure to crude oil and precious metals amid growing expectations that U.S.-Iran negotiations could eventually lead to a de-escalation of geopolitical tensions. Oil-focused ETFs led the declines, with the United States Oil Fund (USO) falling 4.4%, the United States Brent Oil Fund (BNO)
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