Commodity markets remained firmly focused on geopolitical developments heading into the weekend, with energy once again leading the broader commodity complex higher while metals delivered a more mixed performance. Escalating military tensions across the Middle East continued to fuel concerns surrounding global oil supplies and shipping through the Strait of Hormuz, driving crude prices to […]
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Commodity markets came under pressure Wednesday as geopolitical tensions escalated sharply following renewed military action between the U.S. and Iran. Energy prices surged on concerns that further disruptions to shipping through the Strait of Hormuz could tighten global crude supplies, while precious metals retreated as rising oil prices fueled inflation concerns and increased expectations that
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Commodity markets opened the new week with a cautious tone as investors weighed renewed geopolitical tensions in the Middle East against improving global supply conditions and a busy week of upcoming economic data. Energy prices moved modestly higher following weekend military exchanges between the U.S. and Iran, while metals traded mixed as gold pulled back
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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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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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