Welcome to Commodity Compass Weekly with Jennifer Pickerel, your essential source for navigating the fast-moving world of commodities. Every week, we break down the biggest market movers, trends, and macro factors driving price action across energy, metals, agriculture, and beyond. Whether you're trading oil, watching gold, or managing risk in softs and grains, this podcast delivers sharp insights and a forward-looking view to help you stay ahead.
Join us every week for a concise and informative update that keeps you connected to the pulse of the global commodity markets.
Commodity Compass - 8/28 - Grains Make Volatile Gains as Metals Cool
Kevin Warsh took the stage at Jackson Hole today — and left little doubt the Fed still believes it has work to do on inflation. Gold tumbled more than 3 percent on the day as the odds of a September rate hike climbed back toward a coin flip. And in the ag space, wheat exploded to a three-year high, posting its biggest weekly gain since 2022.
21 Aug 2026
Commodity Compass - 8/21 - Treasury's Intervention in the Bond Market Sends Gold Soaring
On Wednesday, with the 30-year yield sitting at a 19-year high, Treasury Secretary Scott Bessent announced the government would at least double the size of its long-term debt buybacks from two billion to at least four billion dollars per operation and targeting the 10-to-30-year part of the curve. This happened the same day, Treasury confirmed the national debt had crossed forty trillion dollars for the first time. Yields dropped on the news — and then promptly reversed. Within a day, the 10- and 30-year had erased the entire move and pushed higher than before Bessent spoke, forcing him back in front of the cameras to insist four billion is a floor, not a ceiling, and that yields - quote - "don't reflect the underlying fundamentals." The market's verdict, from a JPMorgan note, was blunt: interventions like this belie the structural challenges and do nothing to address them. Translation — a widening deficit, sticky inflation, and a wave of AI-driven corporate issuance are the real story, and a bigger buyback fixes none of it. For gold, that's about as clean a bull signal as you'll find, and it shows up all over the board.
14 Aug 2026
Commodity Compass - 8/14 - Gold Finds its Rhythem in Markets Once Again
The market is still working off the summer doldrums — thin, low-conviction trading — and this week's data did little to break the spell. The big commodity story this week was in Washington. On August 7th, the President convened a roundtable of mining executives at the State Department — Rio Tinto, BHP, Freeport, MP Materials among them — and rolled out more than two billion dollars in new critical-mineral deals alongside it. The framing was blunt — cut the dependence on China, and replenish the defense stockpiles drawn down during the Iran conflict. It's the clearest signal yet of just how much public capital is about to hit this space.
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