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Commodities & Gold

Oil, gold, and copper through the lens of supply versus demand shocks, and why the same headline can mean opposite outcomes.

Why Safe-Haven Assets Don't All Move Together

The dollar, yen, franc, and gold are all called safe havens, but they respond to different kinds of stress and sometimes move in opposite directions.

Why Energy Stocks Don't Move One-for-One With Oil Prices

Energy equities price expected future cash flows, hedges, and business mix, not the spot oil price alone. Here's what actually drives the gap.

Why Demand-Driven and Supply-Driven Commodity Shocks Move Markets in Opposite Ways

The same commodity price move can carry opposite macro signals depending on whether supply or demand caused it. Here's how to tell the difference.

Why Oil Spikes on Supply Shocks, and What Decides Whether the Move Lasts

Oil supply shocks send prices vertical fast. What happens over the following weeks depends on a handful of specific, checkable things.

Why Gold Doesn't Always Follow Real Interest Rates

Gold is supposed to move opposite to real interest rates. Four separate forces actually pull on its price, and real rates are only one of them.

MacroMap provides historical pattern analysis and educational content about macroeconomic relationships. Nothing on this site constitutes investment, financial, legal, or tax advice, and no content should be construed as a recommendation to buy, sell, or hold any security or asset. Historical patterns do not guarantee future results. Consult a licensed financial advisor before making investment decisions.