Gold ETFs draw $10 billion as holdings reach a record
September brought fresh money into gold funds even as the metal fell. The divergence makes fund flows and investment returns worth reading separately.
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EIA raises its Brent forecast as supply routes stay constrained
The October outlook projects a higher average oil price for the final quarter. Its assumptions matter as much as the headline number.
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US corn stocks rise 35% while soybean stocks decline
The September inventory snapshot points to different supply conditions for corn and soybeans. A broad agricultural label can conceal that difference.
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Coffee prices fall as Brazil’s harvest reaches the market
Coffee’s monthly benchmark declined in September as Brazilian supply increased. Investors still need to distinguish crop conditions from the economics of individual businesses.
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