The global commodity landscape leading up to September 25, 2025, presents a complex picture of significant price surges in key sectors, driven primarily by escalating geopolitical tensions, persistent climate-related supply disruptions, and robust demand for critical materials. While the International Monetary Fund's Global Price Index of All Commodities reflected an
With inflation and jobs behind us, it’s time to shift our focus 6,700 miles west to Tokyo. The Bank of Japan appears poised for another rate hike next week, with odds now at 77%. Monitor the VIX for early warning signals.
