Commentary

Notes From Underground: The Odious Designs of ECB Policy

Nov 01, 2021

I’m posting this week’s podcast with the highly respected Peter Boockvar. This is one of the best interviews we’ve done with Richard Bonugli as we get into foreign currency, yield curves, energy policy surrounding nuclear power plants, and as... more

A Warning From Jack Dorsey - Can Gold & Silver Be The Next Commodities To Make A Move?

Nov 01, 2021

Gold and silver are the oldest means of exchange, far outdating dollars, euros, pounds, and all current traditional fiat and cryptocurrencies. The Bible’s old testament makes many references to gold and silver as money and metals that reflect... more

The Roundtable Insight – Peter Boockvar and Yra Harris on Inflation, Currencies, Interest Rates and Commodities

Oct 28, 2021

Peter Boockvar and Yra Harris on Inflation, Currencies, Interest Rates and Commodities

Peter Boockvar: Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report

Yra Harris: With over 42 years of experience... more

Market Summary: October 24, 2021

Oct 25, 2021

Petroleum prices rose for a record ninth consecutive week, reaching their highest levels since 2014. Ongoing OPEC discipline, continued shortfalls of US Crude production, diminished supplies at Cushing, easing of restrictions on Covid-19... more

Market Summary: October 17, 2021

Oct 18, 2021

Petroleum prices rose for an eighth consecutive week. This is the longest streak of weekly gains for Brent in more than 20 years. Continued OPEC+ discipline spearheaded by Saudi dismissiveness of additional production requests, the approach of... more

The Roundtable Insight – Prof. Barry Eichengreen and Yra Harris on Debt, the Dollar and Inflation

Oct 14, 2021

Prof. Barry Eichengreen and Yra Harris on Debt, the Dollar and Inflation

Barry Julian Eichengreen is an American economist who holds the title of George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at the... more

CQG Integrated Client for a Global Perspective

Oct 13, 2021

Judd Hirschberg of Whitewave Trading Strategies and Yra Harris give an overview using CQG Integrated Client for global macro trading to students participating in the CME’s 2021 University Trading Challenge.

Global Macro Perspective using CQG... more

Market Summary: October 10, 2021

Oct 11, 2021

Petroleum prices rose for a seventh consecutive week as WTI hit $80 for the first time since November 1, 2014. No imminent release from the US Strategic Petroleum Reserve as falsely rumored earlier in the week, more switching to petroleum for... more

Q3 2021 is in the Books: Softs Lead in Q3, Energy is the Leader in 2021

Oct 05, 2021

The raw material markets asset class edged higher in the third quarter of 2021 after posting gains in Q1 and Q2. The commodity asset class consisting of 29 of the primary commodities that trade on US and UK exchanges moved 2.11% higher in Q3 than... more

Market Summary: October 2, 2021

Oct 04, 2021

Petroleum prices rose for a sixth consecutive week and sixth consecutive quarter. This was the largest monthly increase since June as Crude prices touched three year highs earlier in the week. Prices increased despite US Crude inventories rising... more