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Uncertainty in Chinese Trade Negotiations Leaves Buying Possibilities Open in Hogs, Corn, and More
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Uncertainty to Impact Global Risk Sentiment in Near Term
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Election Results Priced in for Commodity Highs and Lows set in October?
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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…
Trade War Threat to Leave Commodities Under Pressure
A number of industrial commodities have remained under liquidation pressure because of the worsening of US/Chinese trade relations. The takeaway from recent dialogue suggests that the US is preparing for a long-term tariff strategy with China.
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 US Jobs Situation Continues to Underwhelm
The US Jobs situation continues to underwhelm along with most US economic readings, making it problematic for the Fed to hike rates in September.
This Week in Commodity Markets
What the Fed gave to commodity markets recently might be temporarily taken away by the “Brexit” fiasco.
2016 Summer Presents Improvement in Technical Posture for Commodities
Gradually the skies are brightening for a host of physical commodities, but various headwinds remain in place into the sixth month of 2016.