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Global Sentiment Remains Positive post G20
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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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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…
Crude Oil, Soybeans, & More Commodity Markets Vulnerable in Weeks Ahead
Given the lack of a significant negative reaction in global equity markets to the latest salvos in the US/Chinese trade battle and “goldilocks” US non-farm payroll news, it is possible that the ultimate impact of the trade problems…
Pressure on Physical Commodities Possible in the Week Ahead
All things considered, financial markets weathered the latest US interest rate hike well, even with predictions for rate hikes all the way out into 2020. While the mostly hawkish Fed dialogue didn’t lend much support to the dollar, surprisingly dovish rate guidance from…
The Swine Times 5/28-6/1
See recommendations and market analysis for the Pork futures markets in the Swine Times for the week of May 28th through June 1st, 2018.
Strong Dollar and Trade Uncertainty Potentially Impede Positive Tone in Global Markets
Global markets came through an eventful week last week with a mildly positive tone. US long-term yields continued to rise, with 10-year rates reaching their highest level in nearly seven years. While there were lukewarm readings on retail sales and housing starts, a one-year high was reached in the Philly Fed survey, as well as…
The Swine Times 5/14-5/18
See recommendations and market analysis for the Pork and Lean Hogs futures markets in the Swine Times for the week of May 14th through 18th, 2018.