Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Surging While Oil Tanks on Iran Truce
Episode 81 of The Commodities Economy examines the surprising divergence between copper and oil markets as the Iran truce sends crude lower but industrial metals rally. With copper futures up nearly 4% over five days while WTI crude struggles above $70, we unpack what this split tells us about the real economy vs. geopolitical risk. Lucas and Luna discuss how the Supreme Court's ruling on Fed independence, the Citi Wealth call to move out of cash, and the latest CPI data are reshaping the commodities landscape. They explain why copper's gain might signal genuine industrial demand…
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