U.S. Fertilizer Prices Erase War Spike, But El Nino Keeps Food Inflation Risk Elevated

Gold Isn't Returning... Confidence Is Leaving Authored by Mark St.Cyr via AmericanThinker.com, Most people are framing the conversation regarding gold wrong. They talk about gold making a comeback -- as though the metal changed. As though something happened to gold. Nothing happened to gold. Gold is exactly what it has always been. What's changed is the environment around it. And that distinction matters enormously, because it tells you where to look for better insights. For decades, people treated fiat currency as the unquestioned foundation of global finance. Gold became an afterthought -- an inflation...

Oil Tanker Makes Red Sea U-Turn After Houthi Threats, Reroutes Around Africa In Costly Transit ING's Singapore-based head of commodities, Warren Patterson, was asked during a recent webinar what it would take for Brent crude to exceed $120 a barrel. His answer was "not much," warning that prices could soar well into triple-digit territory if the Strait of Hormuz remains blocked through August and threats to Red Sea shipping intensify. Patterson's warning about disruptions at the Strait of Hormuz and the Bab el-Mandeb Strait echoes concerns voiced across commodity desks...