Tag
commodities
11 articles tagged “commodities”.
Market Commentary
Stagflation 2026: What the Data Actually Says
Growth has halved, inflation is back at 3.4% and the Fed just hiked. We score the 2026 economy against the real definition of stagflation - and the levels that would confirm it.
Commodities Analysis
Silver Squeeze 2026: Is the Physical Market Still Tight?
Silver spiked above $121 in January and trades near $63 today. Five physical-market gauges show how much of the squeeze is left — and what would restart it.
Stock Markets
Uranium Stocks in 2026: What Q2 Earnings and an $86 Spot Price Actually Change
Uranium spot sits near $86/lb while long-term contracts price around $94. What Cameco, Energy Fuels, Denison and NexGen reported in Q2 2026 - and where the risk sits.
Commodities
Natural Gas Price Forecast 2026: Henry Hub Outlook Into Year-End
Henry Hub trades near $2.78/MMBtu with record storage capping rallies. Our scenario table, the EIA August STEO targets and the levels that decide the rest of 2026.
Market Commentary
Oil Price Forecast 2026: Brent and WTI Targets After the OPEC+ Rollback
Brent is back at $84 after a violent round trip through $118 and $71. Here is what the OPEC+ rollback, Hormuz risk and US inventories mean for crude into year-end — with our own scenario weighting.
Commodities Analysis
Copper Price Forecast 2026: Analyst Targets & Market Outlook
Copper trades near $13,800/t while Goldman, JPMorgan and Cochilco model $11,000-$11,500. We break down the gap, the Section 232 tariff catalyst and our scenario weights.
Market Commentary
Gold Price Forecast 2026: July Analyst Targets Update
MarketsHQ July 2026 update on gold (XAU/USD) — analyst price targets through year-end, central-bank buying, Fed policy, technical levels and the $5,000 question.
Market Commentary
Silver Price Forecast 2026: Analyst Targets & Outlook
Bank-by-bank 2026 silver price forecast — targets from Bank of America, Citi, TD Securities, UBS and Saxo Bank, plus the drivers, technical levels and scenarios into year-end.
Market Commentary
Gold Price Forecast 2026: Analyst Targets, Key Drivers & Outlook
Gold pushed above $5,600/oz in early 2026 before a sharp correction. Here is the updated bank-by-bank price forecast, the drivers, key levels, and how traders are positioning into year-end.
Editor's Picks
Crude Oil Price Resistance and Global Inflation Pressure
Crude oil prices remain elevated, creating persistent headwinds for central banks and global inflation as energy shocks transition into duration pricing.
Market Commentary
India Wheat Crop Gap: Impact on Inflation and Policy Mix
India's latest wheat output estimates signal a domestic supply gap that could complicate inflation management and the central bank's policy path through 2026.