Summary
Our latest GSX Cross Commodity Report, written by Managing Director Henry Walsh, is now available to Premium subscribers.
In this edition, Henry shares his views on an increasingly volatile market environment and the opportunities and risks emerging across commodities, currencies and rates.
Over the past two months, we’ve seen significant moves across markets. Coffee has experienced extraordinary volatility, energy prices have pushed higher as physical supply constraints persist, cotton is showing signs of a structural shift, and flows are returning to precious metals and broader commodities. At the same time, rising bond yields, intervention in the yen and renewed pressure on the USD are creating important implications for global capital flows.
Premium subscribers can download the full report below for Henry’s complete analysis, charts and market outlook.
