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. 

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Commodities 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


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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