Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Cotton Collapse Signals Broader Economic Slowdown
Cotton prices just had their worst week in months, dropping below 78 cents while wheat surges past 680. Lucas and Luna unpack what the divergence tells us about the global economy—weak consumer demand for clothing versus food supply fears. With CPI easing to 332.6 and core breakevens creeping up, the hosts debate whether we're seeing a soft landing or stagflationary signals. Plus, a look at how the aluminum tariff reshuffling is changing base metal flows, and a brief reflection on what keeps independent commodity analysis ad-free.
#Cotton #Wheat #CrudeOil #Aluminum #CPI #Commodities…
The skinny
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