『The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets』のカバーアート

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets

The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets

著者： Fexingo
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Each trading day, Lucas and Luna sit at a commodities-trading desk and examine the forces moving oil, gold, wheat, copper, and other raw material markets. They ground every conversation in the day's price action, inventory reports, weather patterns, geopolitical developments, and currency moves that drive supply and demand. Lucas brings the macro context — central bank policy shifts, manufacturing PMIs, and freight costs — while Luna presses on the micro: what a strike at a Chilean copper mine, a drought in the U.S. wheat belt, or a production cut by OPEC+ means for the actual contracts traded on exchanges. They avoid the noise of daily tick-by-tick commentary; instead, they identify the structural trends and inflection points that matter for investors, procurement officers, and anyone whose business depends on raw material prices. Together, they ask: is the current rally in gold a hedge against currency debasement or a speculative overhang? Are wheat futures pricing in a supply shock that hasn't arrived? Which commodity is the best leading indicator for the next global recession? Every episode is a specific, data-driven discussion of one or two commodity markets, with clear takeaways on how the listener should think about positioning, risk, and opportunity. The show is for the professional and the serious amateur who wants to understand the physical economy — not the hype. #Oil #Gold #Wheat #Copper #Commodities #RawMaterials #OPEC #CentralBanks #SupplyChain #Inflation #Futures #Trading #Economics #Business #FexingoBusiness #BusinessPodcast #DailyBusinessNews #CommodityMarkets Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Why Silver Is Plummeting While Gold Holds Steady

    Why Silver Is Plummeting While Gold Holds Steady
    2026/06/07
    Episode 37 of The Commodities Economy breaks down the divergence between gold and silver in June 2026. While gold sits near record highs above $4,300, silver has plunged more than 8% in a week to $69.10. Lucas and Luna explore the industrial demand collapse in solar manufacturing and electronics, the role of speculative positioning on the COMEX, and why the gold-silver ratio is flashing a signal not seen since the 2020 pandemic crash. They discuss how silver's dual identity—precious metal and industrial input—leaves it vulnerable when growth fears resurface, even as gold benefits from geopolitical uncertainty. The episode draws on live data from June 7, 2026, and recent CFTC commitments of traders reports to explain why silver is acting more like copper than gold right now. #Silver #Gold #PreciousMetals #GoldSilverRatio #IndustrialMetals #COMEX #SolarManufacturing #CFTC #SpeculativePositioning #Commodities #Economics #Investing #MarketAnalysis #Geopolitics #IranWar #FexingoBusiness #BusinessPodcast #TheCommoditiesEconomy Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Wheat Is Falling Despite Global Food Inflation

    Why Wheat Is Falling Despite Global Food Inflation
    2026/06/07
    Episode 36 of The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets. Lucas and Luna dig into why wheat futures are down 3.8% in a week even as CPI and PCE data show food prices still climbing. They trace the mismatch to record Russian harvests, a slowing global economy, and the strange shape of the grain futures curve. Along the way they touch on how the Iran conflict has reshaped trade flows and why millers are the ones actually benefiting. Specific data and a clear market structure story, not just headline noise. #Wheat #Commodities #Agriculture #FoodInflation #CPI #PCE #Russia #Ukraine #IranConflict #GrainFutures #Contango #Backwardation #SupplyChain #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #CommoditiesEconomy Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • Why Aluminum Tariffs Are Reshaping Global Metal Flows

    Why Aluminum Tariffs Are Reshaping Global Metal Flows
    2026/06/06
    Episode 35 of The Commodities Economy examines the ripple effects of rising aluminum tariffs in mid-2026. Lucas and Luna explore how the 25 percent tariff on imported aluminum is disrupting supply chains from Canada to the Middle East, boosting premiums for US-produced metal while crushing margins for Midwest manufacturers. With LME aluminum prices sliding 6 percent in the past month but US physical premiums hitting 45 cents per pound, the episode unpacks the growing split between exchange-traded and physical markets. They discuss why smelters in the Pacific Northwest are restarting idled capacity, why automotive and beverage-can buyers are stockpiling, and whether the tariff regime is creating a permanent two-tier market. Anchored to June 6, 2026 data, the conversation draws on the 4.3 percent drop in copper futures and the broader commodities selloff as context. No clickbait, just a clear look at how trade policy meets industrial reality. #AluminumTariffs #CommoditiesEconomy #BaseMetals #TradePolicy #SupplyChain #USManufacturing #LME #Smelting #TariffImpact #IndustrialMetals #MidwestManufacturing #Aluminum #Premiums #GlobalTrade #FexingoBusiness #BusinessPodcast #Economics #Fexingo Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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