In this KE Report Daily Editorial, I welcome back Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for an in-depth discussion on the broad selloff across commodity markets and what’s driving the recent shift in sentiment.

Key Theme: Uncertainty is dominating commodity markets and driving capital outflows, even in the face of a weaker U.S. dollar.

Discussion Highlights:

Darrell ties all these moves together with fund flows, futures positioning, and global macro signals, including the impact of falling factory activity in China and declining U.S. data. This episode offers a clear snapshot of how traders are navigating one of the most uncertain environments in recent years.

Click here to learn more about Bannockburn Capital Markets.