07.17.2025
Policy Uncertainty Blurs the Outlook
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
Commodity market investors received a ray of hope in the early months of 2014. After several years of consecutive declines, commodities, as measured by the Bloomberg Commodity Index, began the year on strong footing and posted a gain of 7.1% in the first half of the year. By the end of the third quarter, however, commodities entered negative territory, and the year-to-date return through November for the Bloomberg Commodity Index had fallen to -10.2% (Exhibit 1). In this newsletter, we examine the recent developments in the commodity markets and evaluate their prospects for the coming quarters.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
07.17.2025
As we enter the second half of the year, Liberation Day-induced market volatility seems like a distant memory with the…
07.16.2025
Emerging markets (EM) equities have gone through cycles of performance throughout time, creating varied investor sentiment towards the asset class….
07.09.2025
The One Big Beautiful Bill Act was passed by Congress and signed into law by President Donald Trump on July…
07.07.2025
Late last week, President Trump signed a sweeping tax and spending package, branded by the White House as the “One…
07.03.2025
Please join Marquette’s research team for our 2025 Halftime Market Insights Webinar analyzing the first half of the…
06.30.2025
NATO has decided to take the phrase “don’t bring a knife to a gun fight” quite literally. Last week at…
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