FINRATEX COMMODITY INTELLIGENCE

Commodities connect the real economy to markets.

Track precious and industrial metals, energy and agriculture in one place—then understand the supply, demand, currency and macro forces behind each move.

MARKET BOARD

Compare without mixing the units.

CROSS-MARKET MAP

Four forces that travel across the commodity complex

These relationships change with the market regime. Use them as a reading map, not a mechanical trading signal.

01USD

A stronger dollar can pressure dollar-priced commodities, although supply shocks can overwhelm that relationship.

02RATES

Real yields affect gold's opportunity cost, while financing conditions matter for growth-sensitive metals.

03CHINA

China's industrial, construction and energy demand can shift global balances, especially in copper and oil.

04WEATHER

Temperature, rainfall and drought can quickly move natural gas and agricultural prices.

READ THE MOVE

A price change becomes meaningful only with context.

01

Check the contract

Unit, delivery month and venue can change the number you see.

02

Separate supply from demand

Production cuts, inventories and disruptions differ from consumption, growth and substitution.

03

Add currency and rates

Dollar moves and financing conditions can reinforce or offset the physical-market signal.

04

Compare related markets

Read gold with real yields, copper with manufacturing, oil with inventories and wheat with weather.