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
Commentary
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… moreEach 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… moreEach 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
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… moreAT 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,… moreAT 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… morePetroleum 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