Commentary

In the past three weeks I have had the pleasure of doing two major podcasts with two of the most highly regarded global macro thinkers and traders: Zoltan Pozsar and Louis Gave. Our discussions… more

By Bob Iaccino

AT A GLANCE

Crude oil has averaged a 16.06% rise in price in the six months following the start of each of the Fed’s last six rate hike cyclesIn the first 10 days following 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

Petroleum prices fell for the second week in four and fourth in seven. A decidedly mixed number of influences
resulted in the appearance of prices meandering at various points through the… more

AT A GLANCE

Investor demand for ESG products has resulted in equity index providers ensuring their indices reflect the overall trajectory of ESG Cobalt and lithium demand have surged as… 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

EXECUTIVE SUMMARY

As volatility levels fluctuate in the FX markets, Rich reviews two strategies in different currencies:

JPY/USD ratio spread for volatility to remain elevated MXN/USD call vs… more

AT A GLANCE

Where rates go once the Federal Reserve reaches a point of neutral policy will be a key point for the jobs-inflation trade-offThe Taylor Rule today, and for some time in the past,… more

AT A GLANCE

Rising rates tend to hurt growth stocks, but across the last five rate hike cycles, the Nasdaq median gain was nearly 27% Inflation and supply chain constraints will continue to… more

Petroleum prices increased for the first week in three and second in six in a holiday shortened week. Prices surged
despite a sizable Crude release from the Strategic Petroleum Reserve as… more