HeyJaredCommodity Compass Weekly
Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Aug 28, 2026
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- Jul 10, 2026
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Commodity Compass - 8/28 - Grains Make Volatile Gains as Metals Cool (opens the original)
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Kevin Warsh took the stage at Jackson Hole today — and left little doubt the Fed still believes it has work to do on inflation. Gold tumbled more than 3 percent on the day as the odds of a September rate hike climbed back toward a coin flip. And in the ag space, wheat exploded to a three-year high, posting its biggest weekly gain since 2022.
Commodity Compass - 8/21 - Treasury's Intervention in the Bond Market Sends Gold Soaring (opens the original)
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On Wednesday, with the 30-year yield sitting at a 19-year high, Treasury Secretary Scott Bessent announced the government would at least double the size of its long-term debt buybacks from two billion to at least four billion dollars per operation and targeting the 10-to-30-year part of the curve. This happened the same day, Treasury confirmed the national debt had crossed forty trillion dollars for the first time. Yields dropped on the news — and then promptly reversed. Within a day, the 10- an
Commodity Compass - 8/14 - Gold Finds its Rhythem in Markets Once Again (opens the original)
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The market is still working off the summer doldrums — thin, low-conviction trading — and this week's data did little to break the spell. The big commodity story this week was in Washington. On August 7th, the President convened a roundtable of mining executives at the State Department — Rio Tinto, BHP, Freeport, MP Materials among them — and rolled out more than two billion dollars in new critical-mineral deals alongside it. The framing was blunt — cut the dependence on China, and replenish the
Commodity Compass - 8/1 - Tin Remains a Standout in the Commodity Trade (opens the original)
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The Federal Reserve held rates again this week — and it was the press conference, not the decision, that moved markets, driving long-term Treasury yields to their highest since 2007. Halfway around the world, Japan stepped into the currency market to rescue the yen from a forty-year low, and the Bank of Japan held the line hours later. And with crude back above eighty dollars, the Middle East keeps simmering under all of it.
Commodity Compass - 7/24 - Brent Crude Approaches $100, Gold Finds Relief (opens the original)
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The escalation in the Middle East did not pause this week — it expanded. Iran and the United States continue to apply military pressure throughout the Gulf, and the Houthis appear to have opened a second front, with activity threatening Saudi shipping lanes in a separate strait. Oil has now posted back-to-back double-digit weekly gains — fifteen and a half percent last week, ten percent this week — taking WTI from the high sixties to above ninety dollars in just two weeks. Brent is within striki
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