Analysis: Commodities

Gold's record-breaking rally: who's keeping it going?

LONDON -Gold prices hit a record $3,728 per troy ounce on Monday, extending a rally that has boosted them twofold since late 2022. Demand is expected to remain robust for some time due to a mix of...

Markets bet big on Goldilocks payrolls number

A look at the day ahead in European and global markets from Kevin Buckland Markets are in buoyant mood, clearly anticipating Friday's hotly awaited U.S. payrolls report will keep the Fed...

Trading Day: Rallying into payrolls

ORLANDO, Florida -TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. equity and bond prices rose on...

Bond markets rattle as Xi's tanks roll

A look at the day ahead in European and global markets from Rocky Swift A day after U.S. President Donald Trump re-emerged in the Oval Office to dispel rumours about his health, Chinese...

The yellow metal still shining brightly

On Tuesday, gold reached a new all-time high, exceeding $3,500 per ounce, supported by the weak dollar and expectations of a Fed rate cut. The precious metal is thus continuing its upward trajectory...

Goldman Sachs expects Brent to decline to low $50s by late 2026

Goldman Sachs expects the price of Brent crude futures contracts to decline to the low $50s a barrel by late 2026 due to an increase in the surplus of oil next year. We expect the oil...

Commodities: Caution prevails as all eyes fixed on Ukraine

Every week, our commodity overview reviews the latest news from the commodity markets to better understand fluctuations in the prices of energy, metals, and agricultural commodities.

Investors react to US-Russia summit reaching no agreement

NEW YORK -Following are reactions from world leaders to the summit on Friday between U.S. President Donald Trump and Russian President Vladimir Putin, which did not resolve Moscow's war in Ukraine. ...

Bullion markets breathe sigh of relief after Trump says gold will not face tariffs

U.S. President Donald Trump on Monday said he would not impose tariffs on gold, a move welcomed by global bullion markets and which ended days of speculation that the yellow metal could be caught up...

Gold miners awaiting US clarity on gold bar tariffs, Barrick CEO says

TORONTO -Barrick Mining CEO Mark Bristow said on Monday that the gold industry is awaiting clarity from the White House regarding potential U.S. tariffs on gold bars, but added that, regardless of...

World food prices at 2-year high on rising meat and edible oils, FAO says

PARIS -World food commodity prices rose in July to their highest in over two years, as a jump for vegetable oils and record levels for meat outweighed falling cereal, dairy and sugar prices, the...

US imposes tariffs on one-kilo gold bars, FT reports

WASHINGTON -The United States has imposed tariffs on imports of one-kilo gold bars, the Financial Times reported on Thursday, citing a letter from Customs Border Protection. The letter...

Swiss cheesemakers fear for US sales if hit by tariffs

Yverdon-Les-Bains, Switzerland -Swiss cheese producers are bracing for a steep drop in U.S. sales after President Donald Trump announced a 39% tariff on Swiss imports due to take effect on Thursday. ...

Economists doubt Trump outlook that US will sell 'so much' beef to Australia

WASHINGTON/CANBERRA/CHICAGO -President Donald Trump said the U.S. will sell so much beef to Australia after Canberra relaxed import restrictions on Thursday, but economists and traders said high...

Commodities: Tariffs shake up copper

Every week, our commodity overview reviews the latest news from the commodity markets to better understand fluctuations in the prices of energy, metals, and agricultural commodities.

Gold ETFs drew largest inflow in five years during first half of 2025, WGC says

LONDON -Physically backed gold exchange-traded funds recorded their largest semi-annual inflow since the first half of 2020 from January to June, data from the World Gold Council showed on Tuesday. ...

Japan PM Ishiba says President Trump may be misinformed on some tariff issues

TOKYO -Japanese Prime Minister Shigeru Ishiba said on Thursday U.S. President Donald Trump's views on some tariff-related issues may be based on misunderstanding or misinformation, as a pause on a...

Dairy supply management could sour Canada-US trade talks

WINNIPEG, Manitoba -Canada canceled a digital service tax on U.S. technology companies this week in order to preserve trade talks with U.S. President Donald Trump, but another irritant, in...

Raw materials: Chinese magnets are making a comeback

The threat of massive paralysis in the global automotive supply chain appears to be receding as rare earth magnets from China begin to flow again. However, manufacturers and their suppliers continue...