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Treasuries
Economic Outlook Shifts Negative on Surging Interest Rates, War in Ukraine, and Hawkish Bank Sentiment
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Russia Ukraine Conflict Continues to Influence Treasury, Grain, and Energy Prices
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Bull Market Cycle to Continue Despite Emergence of Bearish Factors and Market Corrections
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Commodity Markets Await Coronavirus Vaccine Progress and Economic Recovery
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Equities Expected to Continue Rally on China Trade Progress and Jobs Report
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Trade Situation Has Improved, but Progress Still Needed for Consistent Market Support
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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…
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…