Please log in to view this content.
Treasuries
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…
Commodities Resilient to Trade Threats Despite Vulnerability to Potential Volatility
The number of global geopolitical/economic flashpoints has expanded dramatically,Given the ongoing gains in US equities, unrelenting strength in crude oil prices, and a lack of sustained concern over the possible derailment of the global economy by US/China trade salvos, one gets the sense that…
Is a Major Commodity Shift in Motion? Economy Sees Signs of Inflation
A major shift in the commodity environment might be in motion. Strength in energy prices has not only surprised the trade, it has also strengthened fund interest in the commodities. A potential massive inflation development could come…
September 1- Taylor Trading Sell Short day for Treasury Bonds
The monthly payroll report often gives good trade opportunities. It’s a challenge for me as a writer; I tend to have a few markets in mind for trade candidates, but it’s usually impossible to actually get a communication about a trade idea before the move has come and gone. I send out Swing Trader’s Insight… Read more.
July 12- Breakout Trade in T Bond Futures
In last night’s edition of Swing trader’s Insight I labeled the Treasury Bond futures as having a breakout setup for today. Although it didn’t meet my normal criteria for a breakout setup, the fact that it had relatively direction trading on Tuesday (setup) when combined with Fed Chair Yellen’s Congressional testimony (a likely catalyst for… Read more.
Possibility of Three Rate Hikes in 2017?
It would appear that the markets are locked and loaded for a March 15th rate hike, with some players suggesting an increase in probability that there will be three hikes this year.
World Economy Remains at a Critical Junction
While the jury remains out on the direction of the US economy, comments from the Fed recently calling for higher inflation targets and more action to stimulate growth probably spark two lines of reasoning.
The Fed Passed on Hiking Rates; Commodity Markets Not Impressed
The Fed passed on hiking rates, but the lift to most commodity markets off that news was not very impressive, and this suggests that the path of least resistance is likely to remain down.
Starting To See a Deteriorating Forward View
Recent talk of fresh easing from the BOJ and BOE seems to have been largely discounted as ineffective, and that has prompted a revival of safe haven interest in gold and US Treasuries.