Commentary

Seasonality can be a significant factor for markets across all asset classes as it creates expectations and shapes sentiment. Markets move higher or lower when buyers dominate sellers or sellers… more

Each Wednesday this article will be updated with the current seasonal study using CQG’s Seasonal analysis applied to the Soybean, Wheat and Corn markets. You can download the CQG pac providing the… more

Each Wednesday this article will be updated with the current seasonal study using CQG’s Seasonal analysis applied to the Soybean, Wheat and Corn markets. You can download the CQG pac providing the… more

On Friday I sat down with Richard Bonugli at the Financial Repression Authority and Doomberg to discuss the current situation in global energy and tried to peek into the future as to where Europe… more

Each Wednesday this article will be updated with the current seasonal study using CQG’s Seasonal analysis applied to the Soybean, Wheat and Corn markets. You can download the CQG pac providing the… more

Each Wednesday this article will be updated with the current seasonal study using CQG’s Seasonal analysis applied to the Soybean, Wheat and Corn markets. You can download the CQG pac providing the… more

I yet another effort to understand where are going with the FED and their so-called NEUTRAL RATE, FRA hosted a podcast with Darius Dale of 42 Macro. It entertains themes familiar to readers of… more

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

Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA… more

It has been quite an extended period since my last post, but now I’m trying to catch up on some reading and relevant research on all things pertinent to GLOBAL MACRO. Following the FEDERAL RESERVE… more