The Commodity Report #76
As most commodity groups are heavily correlated with the ISM data, this will provide significant headwinds over the next six months or so,...
83 Views
The Commodity Report #73
Respect the trend - inflation continues to trend down but also continues to surprise on the upside in terms of analysts’ expectations.
145 Views
The Commodity Report #64
Here is what is structurally wrong in the way leaders/politicians and people in general talk about the green transition, about fossil fuels, oil,...
166 Views
The Commodity Report #59
The benchmark, CRB Commodity Index, ended the week 1,4% lower. What bottoms usually first? Bonds! While we may be some weeks off the low in the...
274 Views
The Commodity Report #58
The benchmark, CRB Commodity Index, ended the week 1,2% lower. The news of the week was probably that the Atlanta FED changed its GDP now forecast...
222 Views