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Commodities: all news & analysis

Explore our extensive commodities news, which unveils critical insights into price movements, trends, and expert forecasts in the raw materials market. By examining price actions and understanding the factors influencing commodity values, understand current market dynamics. This page is designed to boost your research on historical trends, identify seasonal patterns, and sharpen your trading strategies across sectors such as energy, metals, and agriculture. Equip yourself with the knowledge necessary to enhance your understanding of the commodities landscape and elevate your trading decisions.

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The US labour market is losing momentum – as is the USD
The June U.S. jobs report points to a clear slowdown in the labor market, with weaker nonfarm payrolls growth, lower labor force participation, and easing wage pressure. While layoffs remain limited, the data reduce pressure on the Fed to tighten policy further and have weighed on the U.S. dollar.
02-07-2026 16:19 GMT by Krzysztof Kamiński
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Asia open: Micron earnings beat sparks global semiconductor rally, USD remains firm
Global technology stocks rebounded after Micron Technology delivered blockbuster FY Q3 earnings and record guidance, reinforcing confidence that AI infrastructure spending remains exceptionally resilient. Strong demand for HBM reignited semiconductor shares across Asia, while crude oil extended losses as the reopening of the Strait of Hormuz continued to unwind the geopolitical risk premium. Investors are now turning their focus to the US Core PCE inflation as the next major market catalyst.
25-06-2026 03:50 GMT by Kelvin Wong
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Asia open: Tech selloff deepens as US Dollar strength pressures global markets
Global markets turned defensive as a broad technology selloff hit Wall Street and Asia-Pacific semiconductor stocks. The Nasdaq 100 plunged 3.3% while the US Dollar Index extended its breakout above 101.00, supported by rising Treasury yields and persistent higher-for-longer rate expectations. Meanwhile, oil prices continued to slide as Iranian export waivers and normalised Strait of Hormuz shipping flows accelerated the unwinding of the geopolitical risk premium.
24-06-2026 04:40 GMT by Kelvin Wong
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Asia open: US stock futures and Asia Pacific equities wobbled on a firmer US dollar
Global markets entered a more cautious phase as a stronger US dollar and rising Treasury yields offset positive sentiment from easing Middle East tensions. Oil prices continued to decline following the US-Iran 60-day peace roadmap and temporary authorisation of Iranian crude exports. AI-related capital expenditure remained a bright spot, with Micron and Anthropic unveiling a major strategic partnership that lifted semiconductor stocks and reinforced the long-term AI infrastructure investments.
23-06-2026 04:08 GMT by Kelvin Wong
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Asia open: Markets whipsawed as fresh geopolitical friction jolts Switzerland peace talks
Global markets started the week cautiously as fresh geopolitical friction disrupted US-Iran peace negotiations in Switzerland. Although the Strait of Hormuz remains open and crude oil exports continue to flow normally, investors remain wary of potential setbacks to a permanent agreement. The US dollar extended its strength on the back of the Federal Reserve's hawkish policy stance, while Asian currencies faced renewed pressure and equity performance diverged across the region.
22-06-2026 04:25 GMT by Kelvin Wong
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Asia open: US stock futures retreated ahead of Juneteenth holiday, US dollar remains firm
Global markets are adjusting to a new post-conflict reality as the Strait of Hormuz officially reopens following the US-Iran peace agreement. Oil prices have plunged to multi-month lows, removing much of the geopolitical inflation premium that dominated markets earlier this year. Meanwhile, the US dollar remains firmly supported by the Federal Reserve’s hawkish stance under Chair Kevin Warsh, while equities balance improving risk sentiment against higher-for-longer interest rates.
19-06-2026 05:06 GMT by Kelvin Wong
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FOMC trading playbook: How a hawkish Fed could impact Nasdaq 100, Gold, EUR/USD and AUD/USD
The June 2026 FOMC meeting could become one of the most important policy events of the year. While markets expect the Federal Reserve to keep interest rates unchanged, traders are focused on the dot plot, updated economic projections, and new Fed Chair Kevin Warsh’s first press conference. With futures now pricing a 77% chance of a rate hike by December, a hawkish shift could strengthen the US dollar and pressure gold, the Nasdaq 100, EUR/USD, and AUD/USD.
17-06-2026 06:59 GMT by Kelvin Wong
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Asia open: S&P 500 rally pauses before Fed, Nikkei 225 eyeing 70,000, crude oil plunges to 3-month low
Global markets paused ahead of the Federal Reserve’s June policy decision as investors await the debut of Fed Chair Kevin Warsh. The S&P 500 retreated while the Nasdaq 100 fell nearly 2% amid semiconductor weakness. Meanwhile, crude oil plunged to a three-month low as a US-Iran peace agreement and the reopening of the Strait of Hormuz moved closer to reality. The Dow Jones hit a record high as investors rotated from technology stocks into financials and industrials.
17-06-2026 02:07 GMT by Kelvin Wong
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Asia open: Hang Seng underperforms on weak China’s retail sales, USD/JPY firmed above 159.75 after BoJ
Global markets rallied after the US and Iran agreed to a 60-day ceasefire framework and the full reopening of the Strait of Hormuz. The Nasdaq 100 surged 3%, the Dow Jones hit a record high, and crude oil plunged below US$85 per barrel as geopolitical risk premiums evaporated. Investors rotated back into technology stocks amid renewed optimism over AI infrastructure spending, while attention now turns to the Federal Reserve’s June policy meeting under new Chair Kevin Warsh.
16-06-2026 04:57 GMT by Kelvin Wong
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Risk-on “TACO” redux: Intraday outlook on Nasdaq 100, DJIA, AUD/USD and Gold
Global markets have surged after the US and Iran announced an interim agreement to end hostilities and reopen the Strait of Hormuz. Nasdaq 100 futures jumped 3% while risk-sensitive assets rallied sharply on renewed optimism. Traders remain cautious as no official agreement text has been released, sanctions details remain unclear, and geopolitical risks involving Israel continue to threaten the fragile peace process. Key technical levels across Nasdaq 100, Dow Jones, AUD/USD, and Gold in focus.
15-06-2026 09:35 GMT by Kelvin Wong
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Asia open: Wall Street surges as Trump signals a breakthrough peace deal with Iran
Global markets rallied sharply after President Trump signalled a potential breakthrough US-Iran peace deal, easing fears of a prolonged energy shock. WTI crude oil plunged 6%, driving a broad relief rally across equities, bonds, and currencies. Semiconductor stocks surged nearly 8% as investors renewed confidence in the AI infrastructure boom, while SpaceX’s record-breaking US$75 billion listing demonstrated robust liquidity and appetite for technology investments.
12-06-2026 04:51 GMT by Kelvin Wong
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Asia open: Trump’s Iran strike threat and tech rout spark stagflation
Global markets turned sharply risk-off as President Trump’s threat of hard strikes on Iran sent WTI crude back above US$90 and revived stagflation fears. Hot US CPI data reinforced expectations of a higher-for-longer Federal Reserve stance, pressuring equities, bonds, and precious metals. Technology stocks led losses as stretched AI valuations and mega-IPO liquidity concerns weighed on sentiment, while Asia Pacific markets opened broadly lower amid renewed currency stress.
11-06-2026 04:18 GMT by Kelvin Wong
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Asia open: Tech rout and geopolitical volatility ignite risk-off
Global markets turned risk-off as technology stocks extended their recent correction, geopolitical tensions between the US and Iran resurfaced, and investors prepared for key US inflation data. Semiconductor shares remained volatile amid concerns over AI valuations and liquidity pressures from upcoming mega-IPOs such as SpaceX and OpenAI. Meanwhile, Bank Indonesia surprised markets with an emergency rate hike, while the Bank of Japan signalled flexibility on bond market support.
10-06-2026 04:57 GMT by Kelvin Wong
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Asia open: Dip buyers spark tech rebound on weak market breadth
Global markets rebounded as dip buyers returned aggressively to semiconductor and AI-related stocks, driving the Nasdaq 100 higher despite weak market breadth. A temporary Israel-Iran ceasefire helped contain oil prices and ease geopolitical concerns, while Treasury yields remained elevated amid expectations of a prolonged higher-rate environment. Investors are also preparing for the record-breaking SpaceX IPO, which could reshape liquidity flows across global equity markets.
09-06-2026 04:04 GMT by Kelvin Wong
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Asia open: Tech rout deepens and Middle East tensions fuel market tremors
Global markets entered a risk-off phase amid a deep technology selloff, escalating Middle East tensions, and stronger-than-expected US employment data. Semiconductor stocks led losses amid growing concerns over AI valuations, while rising oil prices following Iran-Israel hostilities revived inflation fears. Meanwhile, robust US payrolls data reinforced expectations of a Federal Reserve rate hike, pushing Treasury yields and the US dollar higher while pressuring global equities.
08-06-2026 02:09 GMT by Kelvin Wong
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Asia open: AI Rally stalls on Broadcom miss, while ‘Sell Indonesia’ sweeps markets
Global markets turned mixed as the AI rally stumbled following Broadcom’s weaker-than-expected outlook, triggering a sharp selloff in technology shares. While the Nasdaq and the semiconductor sector came under pressure, the Dow Jones surged to a record high as falling oil prices eased inflation concerns. Meanwhile, Indonesia’s financial markets extended their sharp decline amid growing investor concerns over policy intervention, highlighting broader risks facing emerging markets across Asia.
05-06-2026 04:33 GMT by Kelvin Wong
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Asia open: Middle East tensions drive oil higher as S&P 500 snaps winning streak
Global markets retreated as renewed U.S.-Iran tensions disrupted ceasefire hopes and pushed oil prices higher. The S&P 500 snapped a nine-day winning streak while technology shares came under pressure after Broadcom issued weaker-than-expected AI growth guidance. Meanwhile, rising energy costs, strong labour markets, and persistent inflation reinforced expectations of further monetary tightening from major central banks, weighing on investor sentiment worldwide.
04-06-2026 06:16 GMT by Kelvin Wong
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Asia open: US stock futures dipped on conflicting US-Iran news after S&P 500 scaled a historic high
Global stock markets reached new record highs as investors embraced AI-driven growth and improving U.S.-Iran diplomatic prospects. Strong U.S. manufacturing data reinforced confidence in the AI infrastructure boom, while major technology firms such as Nvidia, Dell, and Oracle led gains. However, beneath the surface, consumer savings have fallen to near post-financial-crisis lows and market leadership remains heavily concentrated in a handful of AI-related stocks, raising concerns over long-term
02-06-2026 01:41 GMT by Kelvin Wong
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Chart alert: WTI crude is entrenched in a minor downtrend below 20-day and 50-day moving averages
WTI crude oil prices remain under pressure after a sharp May selloff driven by improving US-Iran ceasefire negotiations and easing geopolitical tensions around the Strait of Hormuz. WTI has turned into the worst-performing major asset class in May 2026, with technical indicators pointing to continued near-term weakness. Price action remains trapped below the 20-day and 50-day moving averages within a descending channel, exposing further downside risks toward key support levels.
29-05-2026 10:24 GMT by Kelvin Wong
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Asia open: S&P 500 nabs records on US - Iran ceasefire extension amid Hot PCE inflation shock
The S&P 500 and Nasdaq reached fresh record highs after the US and Iran extended their ceasefire agreement, improving global risk sentiment and easing energy market tensions. However, hotter-than-expected US core PCE inflation at 3.3% y/y reinforced expectations for prolonged restrictive Federal Reserve policy. Meanwhile, the AI infrastructure boom continued to dominate markets as major technology firms delivered strong earnings and funding milestones.
29-05-2026 04:03 GMT by Kelvin Wong
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