Futures Drift Amid Global Risk-Off Sentiment US equity futures are flat, bond yields are lower, the dollar is higher, and commodities (ex-Ags)...
The global commodity markets have weathered a succession of blows these last few years. The toxic combination of the COVID-19 ... Read more
Crescat Capital commentary for the month ended April 30, 2023, titled, “Whistling Past The Graveyard.” US policymakers continue to act ... Read mo...
Largest Supply Glut In A Decade Crashes Nickel Prices Authored by Alex Kimani via OilPrice.com, Physical nickel markets have become oversupplied...
The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety...
The topic of climate change is growing ever more prominent as the planet creaks under humanity’s growing footprint. For financial markets, the effects...
Futures Violently Unchanged As Busiest Week Of Earnings Season Begins In what is shaping up as yet another unchanged open, futures are set...
Futures Flat In Quiet Session As Attention Turns To Company Earnings US stock futures are off to a muted start to the week as investor focus...
Futures Rebound After Worst Week Of 2023 US index futures jumped after suffering their worst weekly drop of 2023, as traders looked for fresh...
Futures Drift With US Markets Closed For President's Day With US cash markets closed for the President's Day holiday, US equity futures traded...
Despite Dismal Start To Commodities, Goldman Sees Delayed Surge In Replay Of 2007 Heading into 2022, an otherwise very bearish Goldman (whose...
Futures, Global Stocks Slide, Dollar Jumps On Rising US-China Tensions, Fed Outlook The post-payrolls slump in US stocks and global markets...
Inflation Assets Are Leading The Recovery. That's Not Normal By Marcel Kasumovich, Head of Research for One River Asset Management It’s...
Will Central Banks Do What It Takes? Authored by Carmen Reinhart via Project Syndicate, Few would doubt that, after 15 years of ultra-low...
https://bondvigilantes.com/wp-content/uploads/2022/12/1-Investment-grade-emerging-market-spreads-have-been-resilient-in-2022-1024x576.png2022 has been...
Futures Rise As China Reopening Hopes Return And just like that, sentiment has turned on a dime... or rather a yuan. One day after global...
What’s really causing food prices to rise?
Oil Prices Are Plunging, Curve Crashes Into Contango Oil prices are plunging this morning as futures contracts roll with the Jan 23 WTI contract...
Futures Reverse Sharp Early Losses To Trade Near Session Highs Ahead Of Midterms This morning's price action has a whiff of what happened...
Stockman: The Macroeconomic Consequences Of Lockdowns & The Aftermath Authored by David Stockman via The Brownstone Institute, During...
According to recent PPI and CPI prints, inflation has plateaued. Some analysts will argue that inflation has hit its zenith. However, what if one of the...
Roubini: The Stagflationary Debt Crisis Is Here Authored by Nouriel Roubini via Project Syndicate, The Great Moderation has given way to...
Last week was particularly tough for investors as all 11 sectors experienced losses of some extent. The S&P fell 4.6% after the Fed telegraphed that...
Global Food Supply Crises May Worsen Due To Poor US Harvest Authored by Bryan Jung via The Epoch Times, U.S. agriculture has been facing...
A Vicious Stagflationary Environment Awaits Authored by Tavi Costa and Kevin Smith via Crescat Capital, Today’s restrictive Fed policies...
Amid war and inflation, debt and fragmentation, now may be a better time than ever to step back and consider the bigger and more enduring questions...
Wall Street Sees Another Big Commodities Rally In 2022 By Alex Kimani of OilPrice.com Even with oil prices now around $95, and commodities...
Upside risks to the inflation outlook remain large, and more aggressive tightening may be needed if these risks materialize.
The current cycle of interest rate hikes could go down in history as the shortest and weakest in recent decades. Here’s why.
Futures Fizzle As Walmart Warning Batters Bear Market Rally US stock futures dropped as investors braced for Wednesday’s Federal Reserve...