GSP News and Press, Barclays Bank PLC iPath Exchange Traded Notes due June 12 2036 Linked to GSCI Total Return Index From 05/11/21

A rising trend in the money-supply growth rate leads to increased consumption and investment spending, ushering in the boom phase of the cycle. Once a boom is set in motion by creating lots of money out of nothing, a painful bust that eliminates all or most the boom's apparent gains i...

The tech-heavy NASDAQ index has lost lift relative to the older-economy Dow Jones Industrial Average since April 21. Other recent risk-market leaders are also showing weakness. The risk rally has had one hell of a run, but if "reopening" mania is finally coming off the boil, we sh...

Today's post rolls out the inaugural Risk Review column for the major asset classes, a monthly update that's the companion piece to the monthly performance report and risk-premia estimates. Risk analysis is a broad and deep subject and so this monthly update will be no one's idea of a...

April delivered across-the-board gains in the major asset classes as risk-assets around the world rebounded from widespread losses in March. The lead performer in April: broadly defined commodities, which surged 8.3% via the Bloomberg Commodity Index. The worst performer last mont...

What do commodity prices tell us about inflation? Sometimes a lot, sometimes a little. Some commodities are driven by broader economic forces and tell us more about the prospects for overall inflation. High commodity prices can only be sustained by the demand that the prices antic...

Near-record supply chain disruption has led to fastest rise in global input prices since August 2008. Higher costs were passed through to clients at sharpest pace for over a decade in March. Shipping delays, elevated transport costs and higher commodity prices likely to feed throu...

Concerns of a rising U.S. dollar may pose a hindrance to initiating commodity exposure from outside the U.S. The launch of new non-U.S.-dollar-denominated S&P GSCI Single Commodities Indices could help commodity exposure seekers gain access while alleviating the external currency ...

Current economic data is certainly strong - although not universally so - but the bond and currency markets may be pointing to some weakness ahead. The copper to gold ratio which peaked in early March, leading bond yields by a full month, has recently resumed its uptrend. The comm...

Stocks were up but the bigger winners were commodities and real estate. With the dollar down foreign markets also performed pretty well with Europe continuing to outperform. Growth beat value again last week but still lags significantly YTD. Large cap stocks also had another good week...

As the global economy recovers, inflationary pressures are building, and price increases are moving downstream. Our Materials Price Index (MPI) has surged 40% since mid-November 2020, reaching its highest level since early 2014. World real GDP is projected to advance 5.1% in 2021 ...