Category Archives: Commodities

Q1 in Review

Q1: Lake Placid To The Mavericks The markets closed out the quarter trying to recover from one of the biggest volatility shocks in history, which began in early February.   The question for Q2 is:  Was the v-shock a one-off or a … Continue reading

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China’s Staggering Demand For Commodities

Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader,  the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.  

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The Year In Review

An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading

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Week in Review – August 18

Stock Indices Argentina stocks up big after the ruling coalition did better than expected in primary legislative elections last Sunday.  Emerging markets generally better bid than DMs.   Europe traded better as it looks the mighty Euro is taking a rest … Continue reading

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2017 First Half Key Takeaways

Bonds  Big outperformance by local emerging markets and Euro periphery in first half.  Last week was pivotal as some bonds gave back almost entire year due to ECB hawkishness.  Watch this space.  More big moves here will determine asset trading … Continue reading

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COTD: Oil Prices Surging!

Just not the oil you think.   Should be good for Italy, Spain, Greece, and….California. . (COTD = Chart of the Day)

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COTD: Raw Materials

Nice chart/infographic,  Where do our raw materials come from? From the BullionVault, WHICH countries produce the raw materials we all need and use every day? Who mines the copper, grows the timber, makes the cement and harvests the coffee all … Continue reading

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Commodities bounce back from bottom – FT

Oil prices are marching higher after plunging to a 12-year low in January. This is raising hopes the rout could be over, which is sparking a commodities comeback. Neil Hume, the FT’s commodities editor, looks at whether the recovery can … Continue reading

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Explaining Commodities crash in 90 seconds – FT

Prices fall to their lowest level since the financial crisis A slowing Chinese economy and turbulent stock markets are having an impact on global commodity prices. The FT’s Henry Sanderson explains why. For more video content from the Financial Times, … Continue reading

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