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Financial Markets Looking Beyond Current Uncertainty to More Favorable Conditions Ahead
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Improvement in Demand and Support for Several Commodity Markets
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Uptrends Possible for Equities, Hogs, and Crude Oil
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Potential for Commodity Price Volatility as Global Issues Progress
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Will Washington Gridlock Signal Deflation? Commodity Demand and Global Fundamentals Send Mixed Signals
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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…
Signs of Optimism in Global Economic Condition Face Headwinds of Supply and Demand
On balance, global economic conditions improved over the last week, with a slight tempering of trade tensions, strong US growth readings, and ideas that a number of central banks are seeing conditions that will allow them to plan stimulus exits…
US Economic Expectations Given a Boost, Rate-Hike Fears May Weigh on Commodities
Clearly the US economic growth crowd was given a significant boost by the latest US jobs readings, with the headlines trumpeting an 18-year low in unemployment and a gain of 223,000 jobs for May. This should ratchet-up US economic expectations and…
Inflation Predicted to Develop Due to Increases in Dollar, Wages, Energy Prices, and More
Apparently anyone predicting inflation will be wrong just because a large portion of the trade/economist community concludes that it “can’t develop” in the current environment. However, the dollar is rising, wages have been showing some gains, energy prices are…