Commentary

Wednesday Weekly Grain Seasonal Review 4.6.22

Apr 06, 2022

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 studies and charts here. Seasonal analysis is... more

Notes From Underground: Are Central Banks the Grand Illusion?

Apr 05, 2022

This week I had the extreme pleasure of recording a Financial Repression Authority podcast with Zoltan Poszar (moderated by Richard Bonugli, of course). We covered the entire global scene from yield curves, petro dollars and the underlying basis... more

Q1 Commodity Report and the Outlook for Q2 2022

Apr 05, 2022

The raw material markets asset class moved higher in the first quarter of 2022 after posting gains throughout 2021. The commodity asset class consisting of 29 of the primary commodities that trade on US and UK exchanges moved 16.01% higher in Q1... more

The Crypto Coaster: What’s Sending Bitcoin on a Wild Ride?

Apr 05, 2022

AT A GLANCE

Though bitcoin ended 2021 up over 62%, the cryptocurrency experienced significant volatility along the way The Fed’s approach to inflation and the potential for regulation could be behind some of bitcoin’s recent volatility... more

Energy Market Summary: April 3, 2022

Apr 04, 2022

Petroleum prices fell for a third week in four, experiencing their largest weekly drop in terms of percentage of value in the last two years. A massive release from the US Strategic Petroleum Reserve over the next six months that will be part of... more

Corn and Soybean Producers Turning to Options in a High Volatility Environment

Apr 01, 2022

AT A GLANCE

Short-dated new crop options help farmers manage risk around USDA reports or other market-moving events with a lower premium Geopolitical events have introduced new risks for producers in 2022

Grain market... more

The Roundtable Insight - Zoltan Pozsar & Yra Harris on the Economy, Fin Markets & Bretton Woods III

Mar 30, 2022

Zoltan Pozsar is a Managing Director and is the Global Head of Short-Term Interest Rate Strategy based in New York. Prior to joining Credit Suisse in February 2015, Zoltan had a distinguished career in the public sector. During the Great... more

Wednesday Weekly Grain Seasonal Review 3.30.22

Mar 30, 2022

Each Wednesday this article will be updated with the current seasonal study using CQG’s Seasonal analysis applied to the Soybean,and Corn markets. You can download the CQG pac providing the studies and charts here.... more

Energy Market Summary: March 27, 2022

Mar 28, 2022

Petroleum prices rose for the first week in three amid persistent volatility and ongoing reduction in open interest. A missile attack on a Saudi Arabian oil installation by Iranian-backed Houthi rebels, global commercial oil stockpiles reaching... more

Notes From Underground: Is Globalization Dead?

Mar 28, 2022

In the past week there were three pieces published by highly respected investors and analysts about how Russia's invasion of Ukraine will portend the end of globalization. Adam Posen, Larry Fink and Howard Markets all outlined the rollback of... more