Goldman Sachs: Why the commodities rally might be different this time

Tras 102 eventos neutral de macro pasados, Petróleo crudo (WTI) se movió una mediana de -0,1 % en 5 sesiones (49% al alza; mitad central entre -3,3 % y +2,5 %), y +1,8 % en 20.

• 27 jul 2020Dollar’s weakness boosts rally in commodities and currencies - Gulf Times-2,7 %
• 19 sept 2024Rate cut a plus for some commodities, but demand and supply forces will still be key - The Business Times-1,9 %
• 18 oct 2017Commodities following different paths on a common upward hill - Scotiabank — Octa+1,0 %
• 30 sept 2025From geopolitics to rate cuts: What’s shaping commodities markets?-2,8 %
• 29 jun 2023The Commodities Feed: Hawkish Fed comments weigh on the complex | articles | ING THINK+3,2 %

Tras 54 eventos neutral de macro pasados, Petróleo crudo (Brent) se movió una mediana de +0,4 % en 5 sesiones (57% al alza; mitad central entre -2,8 % y +2,5 %), y +0,6 % en 20.

• 27 jul 2020Dollar’s weakness boosts rally in commodities and currencies - Gulf Times-0,2 %
• 30 sept 2025From geopolitics to rate cuts: What’s shaping commodities markets?-3,2 %
• 9 ene 2025How geopolitics will ripple through oil prices in 2025 | Goldman Sachs+7,8 %
• 22 jul 2019Fed: Rate call eyed for commodity direction – ABN AMRO — Octa+2,0 %
• 16 nov 2019FreightWaves oil report: So where is the impact from IMO 2020? - FreightWaves+1,3 %

Tras 78 eventos neutral de macro pasados, Maíz se movió una mediana de +0,3 % en 5 sesiones (55% al alza; mitad central entre -1,1 % y +1,6 %), y -0,6 % en 20.

• 7 mar 2017The correlation between USD and commodities is now gone: Citi-2,2 %
• 23 jul 2021August Fed Tightening Announcement May Not Be Bearish For Commodities | Investing.com Canada-1,1 %
• 12 ago 2026Commodities: Weaker Dollar lacks growth catalyst – BNY+3,5 %
• 25 jun 2021What a bucket of chicken wings might tell the Fed+5,6 %
• 5 nov 2024DMC Profit Margins Hit All-Time Highs+1,8 %