CMDY News and Press, iShares Bloomberg Roll Select Commodity Strategy From 12/02/21

The expected risk premium for the Global Market Index (GMI) ticked lower in November but remains elevated relative to recent history. Adjusting the forecast with short-term momentum and medium-term mean-reversion market factors (defined below) reduces - substantially - GMI’s ex...

Fed Chair Powell says acceleration in monetary tightening may be warranted. In reality, the stronger dollar is already working at cross-purposes to the Fed’s inflation aspiration. Some risk always materializes to topple unsustainable systems; this is not about a virus. ...

This term was always confusing because people perceive inflation as price changes. It’s funny that the Fed is choosing to retire the term transitory right when things are starting to look increasingly transitory. Commodity prices are flat since July and up just 2.3% since M...

The S&P 500 was down 2.2% last week, which, in normal times, would be barely worth a mention. But in today’s speculative market, that qualifies as a correction. The first two quarters of this year were a big rebound, but last quarter was a bummer with the emergence of the D...

The problem with market speculation is that it starts to tempt the prudent investor into reckless behavior. What has always been prudent - owning a low-cost index fund - has now become a more speculative investment because of the degree of speculation in the market. The S&P 500 ha...

VanEck Commodity Strategist Roland Morris discusses his views on a potential long-term bull market for commodities. He explores the impact of short and long-term trends, including supply constraints, the transition to renewable energy, inflation and Fed tapering. Currently, most c...

Supply chain bottlenecks are hitting sectors including labor, microchips and housing. Some of these disruptions will be around for the longer term, and investors should think about what they mean for portfolios. ETFs can help provide diversified, low-cost access to targeted sector...

Inflation is currently a hot topic on Wall Street and in Washington. For many, it’s a much more immediate issue than other major issues, like the impact of climate change. The U.S. Consumer Price Index showed a 6.2% gain in October from the previous year, its fastest increase s...

Today, consensus inflation expectations remain high even though most commodity prices have dropped significantly over the past six months. Commodities are infamous for boom-bust cycles because high prices simultaneously encourage supply while curtailing demand. 12-month change in ...

Higher energy prices also supported the argument that inflation is more permanent than transitory and helped to draw global macro investors into the agricultural markets. Weather watchers are paying close attention to the harvests in Argentina and Australia and to winter wheat plantin...