Short-term and long-term factors are driving commodity prices in the same direction, creating an opportunity for investors. Supply and demand imbalances driven by the transition to sustainable energy ...

The term structure of interest rates has been a relatively reliable predictor of recessions in the past. The term structure in the United States has been negatively sloped since the middle of 2023.

Gold remains Goldman Sachs' "highest-conviction long commodity," with analysts citing strong private and institutional demand, rising equity traded fund (ETF) holdings, and central bank purchases as ...