Commodity prices surge as Powell signals September Fed rate cut [Video]

It’s official: the wait is over. The Federal Reserve’s most anticipated policy shift of 2025 has finally arrived – opening the door to what could be the most lucrative opportunity in the Commodity markets in decades. 

Speaking at the Fed’s Annual Jackson Hole Economic Symposium, Fed Chair Jerome Powell confirmed that a September rate cut is now firmly on the table, sparking a buying frenzy across the Commodities complex from the Metals, Energies to Agriculture. 

The reaction was immediate. Gold rocketed to $3,375 an ounce – just shy of April’s all-time record high of $3,500. Silver prices soared above $39 an ounce – moving within striking distance of 14-year highs. While Crude Oil, Platinum, Palladium and Copper prices rallied to multi-month highs. 

Elsewhere, Agricultural benchmarks from Coffee to Soybeans, also ripped higher as traders scrambled to position ahead of what many now believe will set the stage for the biggest Commodities rally of 2025. 

Powell struck a markedly dovish tone in Wyoming, acknowledging that while tariffs imposed by the Trump administration could exacerbate inflation, the real risk now lies in a weakening U.S labor market. 

“In the near term, risks to inflation are tilted to the upside and risks to employment to the downside,” Powell noted. “With policy in restrictive territory, the shifting balance of risks may warrant adjusting our policy stance.” 

According to analysts at GSC Commodity Intelligence – “that carefully chosen language puts Powell squarely in the dovish camp on the Fed’s rate-setting committee and signals support for a quarter-point cut at the September meeting”. 

Traders wasted no time pricing in the implications. GSC Analysts signalled that a Fed pivot at this stage of the cycle could unleash the next stage of the Commodities bull market.

As GSC Commodity Intelligence put it: “Jackson Hole is the spark. A dovish Powell has weakened the U.S. dollar and reignited demand for safe-haven metals like Gold, Silver and Platinum – setting the stage for multi-year highs. This is an opportunity no trader will want to miss.” 

The Fed’s dovish pivot has pushed the dollar lower, amplifying flows into Commodities that traditionally outperform when U.S monetary policy loosens. Safe-haven assets like Gold and Silver are gaining renewed momentum, while industrial Metals and Energy stand to benefit from a resurgent global demand trade. 

For traders, the setup is crystal clear: lower interest rates weaken the dollar, driving capital into hard assets and supercharging price momentum across the Commodity complex. 

The asymmetry of risk-reward is staggering: a single well-timed trade on Gold, Silver or Crude Oil could yield what used to take months, if not years, to achieve. 

GSC Commodity Intelligence notes: “Already this year, Commodities have delivered double-digit moves – not in months, but in single weeks and sometimes in a single day. 2025 has become what many are calling The Golden Age of Trading”. 

Wall Street is unanimous:  the second half of 2025 won’t just be different – it will be remembered as the moment everything changed. Powell’s pivot has set off a once-in-a-generation Commodities boom, unleashing what many are calling the greatest wealth transfer in modern history. 

“The implications stretch far beyond Powell’s legacy”, observes GSC Commodity Intelligence. In the weeks ahead, Commodities are expected to remain the most explosive asset class on the planet. Traders who fail to act risk being left behind as Commodities prices across the board from the Metals, Energies to Agriculture push toward record territory.

The only question is: Are you positioned to capitalize on the greatest financial shift of our lifetime – or are you still watching from the side lines?

Where are prices heading next? Watch The Commodity Report now, for my latest price forecasts and predictions: