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Tag Archives: sugar

May 1, 2023

The S&P GSCI Cooled in April as Inflation Cooled

The S&P GSCI fell 0.8% in April as the Fed’s preferred measure of inflation, Personal Consumption Expenditures (PCE), fell slightly on a year-over-year basis to 4.6%. Continued elevated readings of inflation, albeit cooling, led to market expectations that the Fed would hike rates again in May to bring inflation back to its 2% target. Commodities…

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Apr 11, 2023

Breakfast – The Most Important Meal of the Day

The first quarter of 2023 was a slow start to the year for commodities in general. The S&P GSCI Dynamic Roll Breakfast (OJ 5% Capped) also had a slow start, down 3.1%, after a solid 2022 performance of 14.12%. Maybe a higher weight to coffee would give the index the caffeine kick needed to boost…

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Apr 3, 2023

The “Devil’s Metal” Vanishes, Precious Metals Shine and Energy Dims: Commodities Quarterly Wrap

“Jamie ran on down to the LME, but the devil caught him there, He took Mr. Dimon’s Nickel bags and vanished in the air, Set out running but I’ll take my time, A friend of the devil is a friend of mine” -adaptation of Grateful Dead’s “Friend of the Devil” Just one year after the…

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May 24, 2022

Commodities for Breakfast

Except for intermittent fasting groups or keto dieters who tend to skip it, breakfast is considered by many to be the most important meal of the day. Now, there is a reliable and publicly available benchmark for the performance of the most liquid commodities typically consumed at breakfast. The S&P GSCI Dynamic Roll Breakfast (OJ…

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Sep 1, 2021

Industrial Commodities Push the S&P GSCI Lower in August

The S&P GSCI declined 2.3% in August, as industrial commodities retreated in line with a surge in COVID-19 cases attributed to the Delta variant, as well as signs that China intended to dampen industrial production to curb carbon emissions. In contrast, performance across the soft commodities was impressive, with a variety of production-related disruptions elevating…

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Apr 13, 2021

Renewable Diesel Feedstock – Green Fuel and Affordable Food Part 2

As market participants increasingly incorporate ESG metrics into all aspects of investing, it is inevitable that commodities investing would collide with ESG. The search for low-carbon fuel feedstocks from renewable sources to meet the demand for green energy is one area where the commodity-ESG conundrum is already apparent. In part 1 of our blog, we…

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Mar 1, 2021

Copper Crashes the Energy Party in February

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 protection, lagged. The S&P GSCI rose 10.6% overall in February, with copper and energy doing most of the heavy lifting. After a strong January, the…

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Jul 1, 2020

June Heatwave for Metal and Petroleum Commodities

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 the index’s -36.50% YTD return. Continued recovery in petroleum commodities contributed, but bullish sentiment in industrial metals such…

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Sep 3, 2019

August 2019 Commodities Performance Highlights – Tweets, Trade, and Tumult

Commodities markets struggled under the weight of an acceleration in trade tensions between the U.S. and China and growing evidence of a slowdown in global economic activity in August. The S&P GSCI was down 5.6% for the month but remained up 6.7% YTD. The Dow Jones Commodity Index (DJCI) was down 2.7% in August and…

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Jan 22, 2015

A Sweet Spot in Commodities

It has been a rough start for commodities in 2015 with only six (natural gas, aluminum, lead, sugar, gold and silver) posting gains so far. At our commodities seminar in London last Sept, our speakers agreed picking a winner in this environment is diificult. However, it looks like one of our panelists may have done the job…

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