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

Setelah 102 peristiwa makro netral sebelumnya, Minyak Mentah (WTI) bergerak median -0,1% selama 5 sesi (49% lebih tinggi; separuh tengah -3,3% sampai +2,5%), dan +1,8% selama 20 sesi.

• 27 Jul 2020Dollar’s weakness boosts rally in commodities and currencies - Gulf Times-2,7%
• 19 Sep 2024Rate cut a plus for some commodities, but demand and supply forces will still be key - The Business Times-1,9%
• 18 Okt 2017Commodities following different paths on a common upward hill - Scotiabank — Octa+1,0%
• 30 Sep 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%

Setelah 54 peristiwa makro netral sebelumnya, Minyak Mentah (Brent) bergerak median +0,4% selama 5 sesi (57% lebih tinggi; separuh tengah -2,8% sampai +2,5%), dan +0,6% selama 20 sesi.

• 27 Jul 2020Dollar’s weakness boosts rally in commodities and currencies - Gulf Times-0,2%
• 30 Sep 2025From geopolitics to rate cuts: What’s shaping commodities markets?-3,2%
• 9 Jan 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%

Setelah 78 peristiwa makro netral sebelumnya, Jagung bergerak median +0,3% selama 5 sesi (55% lebih tinggi; separuh tengah -1,1% sampai +1,6%), dan -0,6% selama 20 sesi.

• 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 Agu 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%