GSP News and Press, Barclays Bank PLC iPath Exchange Traded Notes due June 12 2036 Linked to GSCI Total Return Index From 01/07/21

Commodities only rose four times during the 2010s, making it the worst decade for the asset class, with an annualized 10-year return of -8.65% for the S&P GSCI. While other asset classes like equities and credit were able to jump back up quickly to their multi-year trends after th...

With the exception of broadly defined commodities and US and foreign property shares, global markets posted solid gains last year. US stocks were the top 2020 performers, with the Russell 3000 Index surging 20.9% last year. US REITs saw the deepest loss for the major asset classes...

The price of copper hasn't been this high in more than seven and a half years. Forward-looking approximations made by UBS earlier this month forecast modest supply deficits (taking into account waste and reclaiming scrap) this year and next, very modest surpluses in '22 and '23, follo...

Rising prices feature in many economic forecasts for the US. It is seen as part of the reflation meme as the vaccines roll out. There seem to be three threads to the discussion. For further details see: Inflating Inflation Expectations

This bull market has been led by growth stocks, which is what we would expect from a strong dollar environment. The surge in growth stocks relative to value during the virus has been extreme. Like other domestic assets, US real estate has outperformed international. However, like EM s...

No blue wave – Big surprises from the polls. Central bank liquidity is unprecedented. Another round of government stimulus is on the way, soon. Albert Einstein would be a buyer of commodities- DBC is a liquid product that holds a portfolio of commodity futures. Fo...

Goldman Sachs came out with a bullish report to investors last week predicting a surge in the price of commodities over the 2021-2025 period. Goldman see the stock market pullback in the face of rising anxiety over the spread of the COVID-19 pandemic as a temporary setback that will l...

Global economic growth has underwhelmed versus expectations generally since 2011. Lower than expected growth versus expectations has caused investors to chase growth at almost any price, and duration in their bond investments almost at any price. This crowded investment landscape ...

With technology enabling workers to be productive from remote locations, the housing industry has felt a direct impact. Lumber and copper are a great gauge of the health and direction of the housing industry, and both have surged in 2020. There are many factors which effect the ho...

The dramatic move in commodities could be due to portfolio rebalancing at the end of the month, or it could be signaling that the recovery is running out of steam. Countries are doing QE to manipulate their currencies and get inflation, but their attempts to reflate their economies ar...