Please log in to view this content.
cattle
Tariffs Impact US Commodity Exports but Global Economy Has Positive Traction
Please log in to view this content.
Have Commodities Already Factored In Trade Related Demand Destruction?
Please log in to view this content.
Commodity Market Bright Spots: Strength in Energies and Resiliency in Gold & Equities
Please log in to view this content.
Will Washington Gridlock Signal Deflation? Commodity Demand and Global Fundamentals Send Mixed Signals
Please log in to view this content.
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…
US Stock Market Climbs as Global Economic Threats are Discounted
The US stock market continues to climb “a wall of worry,” as less than stellar US economic data, ongoing US/China trade tensions, signs of a building global currency problem, and expectations of a US interest rate hike this month are being discounted…
Will Trade Tensions Bring Gains in US Treasuries or Negative Impact on Commodities?
The number of global geopolitical/economic flashpoints has expanded dramatically, and the potential for a major risk-off event is growing. Given that US/China trade tensions are escalating and given China’s outsized impact on physical commodities, the threat against…
Growing Potential for Major Risk-Off Event, Gasoline Prices Most Vulnerable
The number of global geopolitical/economic flashpoints has expanded dramatically, and the potential for a major risk-off event is growing. Given that US/China trade tensions are escalating and given China’s outsized impact on physical commodities, the threat against…
Is Macroeconomic Volatility to Reach Crescendo? Renewed Pressure on Commodities Still Possible
We would suggest that risk on/risk off big picture macroeconomic volatility in commodities is set to reach a crescendo despite the holiday-shortened trading week in the US. Our view is that the looming July 6th tariff implementation deadline will…