Macro Monday Ep121: The three factors weighing on commodities @investec
Macro Monday Ep121: The three factors weighing on commodities @investec
Uploaded June 2026 | Updated September 2026, 2 weeks ago
It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation. Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
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Macro Monday Ep121: The three factors weighing on commodities

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