Commodity Compass Weekly
by Jennifer Pickerel
Latest episode
Commodity Compass - 8/28 - Grains Make Volatile Gains as Metals Cool
Commodity Compass - 8/28 - Grains Make Volatile Gains as Metals Cool
About this podcast
Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead.
Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.
Episodes
The newest 20 of 67 episodes
- Commodity Compass - 8/28 - Grains Make Volatile Gains as Metals Cool · 15 minKevin Warsh took the stage at Jackson Hole today — and left little doubt the Fed still believes it has work to do on inflation. Gold tumbled more than 3 percent on the day as the…
- Commodity Compass - 8/21 - Treasury's Intervention in the Bond Market Sends Gold Soaring · 15 minOn Wednesday, with the 30-year yield sitting at a 19-year high, Treasury Secretary Scott Bessent announced the government would at least double the size of its long-term debt…
- Commodity Compass - 8/14 - Gold Finds its Rhythem in Markets Once Again · 15 minThe market is still working off the summer doldrums — thin, low-conviction trading — and this week's data did little to break the spell. The big commodity story this week was in…
- Commodity Compass - 8/1 - Tin Remains a Standout in the Commodity Trade · 17 minThe Federal Reserve held rates again this week — and it was the press conference, not the decision, that moved markets, driving long-term Treasury yields to their highest since…
- Commodity Compass - 7/24 - Brent Crude Approaches $100, Gold Finds Relief · 13 minThe escalation in the Middle East did not pause this week — it expanded. Iran and the United States continue to apply military pressure throughout the Gulf, and the Houthis…
- Commodity Compass - 7/19 - Brent Crude Has Strong Week to the Upside, Cattle Markets Potentially Show Signs of Topping · 12 minTwo macro forces defined the week. Iran and the United States escalated military pressure throughout the Gulf. The ceasefire that markets spent six weeks pricing in showed new…
- Commodity Compass - 7/10 - The Unraveling Ceasefire Boosts Most Commodities this Week · 15 minThis week delivered a stark reminder that the Hormuz saga is not over. Two days of direct US-Iran clashes mid-week threatened to unravel the ceasefire that markets have been…
- Commodity Compass - 7/2 - Oil Continues to Fall Ahead of US Holiday Weekend · 11 minIt's a short week heading into the Fourth of July weekend and the markets treated it accordingly, with lower volume and decisive price moves driven more by a macro narrative than…
- Commodity Compass - 6/26 - The Trump Administration Makes Another Investment into Nuclear Energy · 16 minThe dominant force on the board this week didn't come from a commodity market at all — it came from the AI trade, and the doubt that suddenly crept into it. On Tuesday, a wave of…
- Commodity Compass - 6/19 - FOMC Swing Hawkish in the New Warsh ERa · 14 minKevin Warsh held his first press conference as Chair of the Federal Reserve, and he used the debut to push back against the market's expectation of summer rate cuts. The read…
- Commodity Compass - 6/12 - More Peace Deal Optimism Rebounds Metal Markets · 17 minThis week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the…
- Commodity Compass - 6/5 - Friday's Economic Data Punishes Investors and Commodities · 15 minFriday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no…
- Commodity Compass - 5/29 - A Memorandum of Misunderstanding Defines Energy Markets · 16 minThis week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the…
- Commodity Compass - 5/22 - EIA Proclaims July as Oil's Red Zone · 15 minThree supertankers carrying an estimated six million barrels of crude transited the Strait of Hormuz this week — cargos bound for Japan and China, the first to move through the…
- Commodity Compass - 5/16 - The Move in Bond Yields Brought Volatility to Commodities · 13 minLast week on this show, we talked about the divergence — equities at all-time highs while commercial traffic through the Strait of Hormuz had gone to zero. We called it one of…
- Commodity Compass - 5/9 - Equity Markets Brush Off Rising Commodity Supply Risks · 16 minThe Hormuz crisis entered new territory this week. AIS vessel-tracking data from MarineTraffic confirmed what many had feared was approaching: commercial traffic through the…
- Commodity Compass - 5/1 - Grains Head Higher on Fertilizer Squeeze; UAE Leave OPEC+ · 17 minThis week, one of the most significant institutional developments of the Hormuz crisis arrived not with a missile strike or a diplomatic announcement — but with a formal letter…
- Commodity Compass - 4/24 - Brent Heads Above $100 Once Again; Concerns in Wheat Country · 15 minThe Strait of Hormuz stalemate is now entering its ninth week, and the numbers are becoming staggering. Thirteen million barrels per day remain shut in. Cumulative supply losses…
- Commodity Compass - 4/18 - The Week that Was Not · 18 minIf last week was the ceasefire that wasn’t, this week was the reopening that wasn’t. The U.S. Navy opened the week by announcing a blockade of Iranian ports and mine-clearing…
- Commodity Compass - 4/10 - Commodity Trades the Week in Two Acts · 19 minThis week’s commodity story came in two acts. Act one: Wednesday, April 8th. President Trump announced a two-week ceasefire between the United States and Iran, with Tehran…
