Macro Monday Ep121: The three factors weighing on commodities

Macro Monday Ep121: The three factors weighing on commodities

June 29, 2026 · 8 min

About this episode

Chris Holdsworth discusses the factors affecting the decline in commodity prices.

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

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