Commentary
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
Yra and Angelo Discuss the Steepening Yield Curve and its Effects on Asset Classes
Feb 18, 2021
Here is a recording with Yra Harris and Angelo Gallo discussing the Yield Curve and the effect on various markets and sectors depending on the Fed and the Treasury. View the video, using CQG IC charts, here.
Presented by... more
CME Group 2021 Corn – A Tale of Two Markets
Feb 01, 2021
Most commercial hedgers begin their analysis and hedge decisions with a look at the long-term trend and this means a monthly continuation chart (aka rolling front-month futures chart). As of January 29, 2021., this is what that chart was showing... more
GameStop and Silver- Strange Bedfellows Could Make The Precious Metal Roar
Feb 01, 2021
The first month of 2021 was eventful. Bitcoin rose to a new all-time high. Digital currency is a rejection of government control of the money supply. The US swore in a new President. Many policies from the last administration are changing from... more
HKEX to Launch Mini USD/CNH Futures
Jan 29, 2021
Mini USD/CNH Futures to launch in the first half of 2021 with a contract size of US$20,000. The contract is offered in response to market demand from smaller corporations and individuals allowing for more precise... more