Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
How Crude Oil Above $100 Reshapes Commodity Markets
Brent crude has pushed past $100 a barrel for the first time since 2024, and the ripple effects are showing up across commodities. In this episode, Lucas and Luna break down why oil is surging, how it connects to geopolitical risk in the Strait of Hormuz, and what it means for other raw materials like natural gas, copper, and even corn. They discuss the odds of a Federal Reserve rate hike now climbing as energy costs feed into inflation expectations, and why the stock market is reacting with a sharp sell-off. With specific data on Brent, WTI, and the 10-year breakeven inflation rate, this is…
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