Highlights of this week's Commodity Podcast:

• Commodities staged a fantastic rally on Friday last week as metals to energy - everything gained.

• The U.S. Dollar eased all its gains after the mixed to disappointing NFP print.

• Crude oil prices jumped to 2-month highs buoyed by decline in stocks, fears of potential tensions between Saudi and Iran, and hopes of reopening of Chinese economy.

• Focus will now turn to the inflation data from the U.S. and China due to be released in the week.

• An inflation print more than expected might increase expectations of Fed rate hikes and that would be positive for the U.S. Dollar and vice versa.