GSP News and Press, Barclays Bank PLC iPath Exchange Traded Notes due June 12 2036 Linked to GSCI Total Return Index From 05/25/21

China’s “zero tolerance” warning to commodity speculators over the weekend sent prices of some metals and iron ore tumbling. Bloomberg reported the government had also threatened severe punishment for violators indulging in excessive speculation and fake news in t...

Over the past year of record financial stimulants and job loss, food prices have risen for 11 consecutive months, according to the Food and Agriculture Organization of the United Nations. This matters a lot in developing countries where food costs can account for more than 30% of hous...

Some analysts have started to speak of the possibility of a new commodity price ‘super-cycle’ after the downturn since 2011. Although it is always possible to find moments of joint fluctuation, in which commodities remain for a long time above or below their long-term tr...

Bitcoin has had two bear markets since mid-April. There was a 27% decline followed by a 27% rally, followed by last week’s rout. From its intraday peak in April to its intraday low last week, bitcoin fell over 53%. Is that the end of the sell-off? Doubts about the post-virus bo...

Will the 2021 great commodities boom continue? Are we at the start of a commodities supercyle? Commodities as a hedge to inflation. For further details see: The 2021 Great Commodities Boom: Metals, Crops And Energy Prices Rise

I am now arguing that we are in the early stages of a monetary policy mistake that the Fed is committing. I first cover the state of fiscal policy, which has deteriorated like never before. Spending is essentially out of control and off the charts. Inflation is fully expected to a...

Commodity prices lead inflation expectations, and inflation readings are a lagging economic indicator. After an 8.7% annualized GDP growth rate between 2008 and 2013, China’s growth target over the next 5 years has dropped to 5.3%. The other major reason we suspect inflatio...

The near-term outlook for inflation continues to suggest a temporary spike, reflecting an adjustment higher in price levels as the global economy recovers from the effects of the pandemic. In Europe, we expect GDP to normalize to pre-pandemic levels in 2022, with inflation remaining l...

By Erik Norland and Blu PutnamCommodities supercycles of the 1970s and 1990s had major economic and monetary drivers, but it’s unclear if such a driver exists today. The Bloomberg and S&P-Goldman Sachs commodity indexes have risen sharply, though it could be years before a ...

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...