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Election Results Priced in for Commodity Highs and Lows set in October?
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Bearish Macroeconomic Conditions and Overbought Commodities Dampen Global Sentiment
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Commodity Markets Entering Period of Transition and Bottom
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What Could Last Week’s Market Anxiety Mean for US/China Negotiations?
While the severe anxiety of last week may be rejected, the damage to investor and consumer psychology will probably remain in place until the market has logged consecutive days of calm. We hope that the crescendo of economic concern and equity market anxiety will result in…
What Does the Jobs Report Mean for the Dollar, the Fed, and Oversold Commodities?
Depending on who you talk to, the most recent US jobs report was either disappointing or very impressive. Clearly the widely-followed headline gain was very disappointing against expectations, but the massive upward revision in the previous month’s payrolls, a bigger than expected drop in the unemployment rate, a huge…
Potential for Inflation Remains with Strong Overall Commodity Demand Prospects
The old adage that “what doesn’t kill you makes you stronger” applies to the prospects of a return to inflation. Clearly the latest Fed hike and continuation of hawkish views did not produce any anxiety in the marketplace, and from our perspective there were no suggestions that…
Inflation – No Longer a Long Shot
Given that the last significant inflation period was decades ago, it is not surprising that the marketplace has become convinced that a return to inflationary conditions is extremely unlikely. In the wake of the subprime debacle, many economists suggested that a return of inflation would be decades in the making. But looking at current events, it would appear that a classic prescription for such a return has…
Continued Global Uncertainty Creates Eventful Trading in Commodity Markets
Global markets finished an eventful trading week last week with a mildly negative tone, as signs of progress in US/China trade discussions were followed by negative comments late last week that indicated both sides remained far apart. But there were some signs that…
Global Currency and Commodity Concerns Could Push Dollar Higher
On the one hand the US economy continues to plow forward, but on the other hand trade issues remain threatening, with the US/Chinese situation poised to get worse before it gets better. A US/Canadian deal, which in turn would probably be an updated version of North American Free Trade Agreement, might not have the impact of…