Commentary
Notes From Underground: How To Deal With Transitory Data
Mar 19, 2021
First, thank you to all who filled in for me as I spent nine full days packing up my life in Chicago. Raising four children and being the repository for many of my loved ones “stuff” resulted in a drowning in memories as well as material... more
The Roundtable Insight - Yield Curve Control, Inflation and the Markets
Mar 19, 2021
Presented by Financial Repression Authority.
Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020), Escape from the Central Bank Trap (2017), The Energy World Is... more
Market Summary: March 14, 2021
Mar 15, 2021
Crude prices eased at week’s end after reaching their highest levels since January 2020 on Wednesday. This was the first week in three that Crude prices fell. Refined product prices continue to increase, particularly Gasoline, as the market is... more
Market Summary: March 7, 2021
Mar 09, 2021
Petroleum prices rose more than 7% on the week, approaching two-year highs on the surprise OPEC+ decision to maintain output at current levels, dashing expectations of a small production increase amid evidence of global market demand emerging... more
Notes From Underground: Bonds Talking Trash To the Central Banks
Mar 02, 2021
Last week the world’s bond markets experienced an assault propagated by the MISERABLE U.S. five-year Treasury note auction on Wednesday followed by a more dismal seven-year sale on Thursday. Also, the Australian and KIWI 10-year notes suffered... more
Market Summary: February 28, 2021
Mar 01, 2021
Declining inventories in the aftermath of the previous week’s deep freeze, now referred to as winter storm Uri, as well as continued reductions in global stocks and a measurable decline nationally in Covid-19 cases were among the key drivers that... more
The Commodity Supercycle is Priced in US Dollars
Mar 01, 2021
Over the past few months there’s been an increasing buzz about commodity prices… grains, crude oil, industrial and precious metals have all broken to the upside and one of the most uttered phrases on my newsfeed has been, “commodity supercycle”.... more
Podcast: The 4 Horsemen: David Rosenberg, Jim Bianco, Peter Boockvar and Yra Harris
Mar 01, 2021
The 4 Horsemen: David Rosenberg, Jim Bianco, Peter Boockvar and Yra Harris take a look back over the last year of Covid-19, and the effects it had on the markets. Check out the disscussion here.
... moreCommodities Scream Inflation
Mar 01, 2021
In August 2020, the US Federal Reserve made a not-so-subtle change to its inflation policy. The world’s leading central bank shifted from a 2% target to an average of a 2% target for the economic condition.
Inflation is a general increase... more
Japan Exchange Group and CQG Discuss Rubber Contracts / 日本交易所与CQG橡胶交易合作
Feb 23, 2021
JPX presents rubber contracts listed on their derivatives exchange, Osaka Exchange, with incentive program. CQG then shows how can find the data on CQG, and related functions.
Videos JPX presentation CQG presentation... more