-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 3,484 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Category Archives: Commodities
Global Macro Watch
Posted in Charts, Commodities, Currency, Equities, Global Macro Watch, Global Risk Monitor, Interest Rates
Tagged Global Macro Watch
1 Comment
Hamburger Inflation: Input Costs
Posted in Commodities, Food Prices, Inflation/Deflation, Uncategorized
Tagged cost of hamburger, Inflation, Statista
Leave a comment
Going To Be A Slow August In Rhodes
Even though, Europe accounts for 50% of the global tourism market in terms of arrivals and has been particularly hard hit by the restrictions. Normally crowded cities such as Venice, Rome, Paris and Barcelona have stood empty. The EU currently has recommendations … Continue reading
More Adventures In Bad Government That Could Kill Americans
The cut in funding to the W.H.O. doesn’t surprise us. Does the gaslighting, blame game, attacks on globalism, and the political pettiness ever stop? Chief Of Staff It might help, by the way, if the new Chief of Staff, Mark … Continue reading
BFTP: Rare Earth Day 5.0
BFTP: Blast From The Past Wow, here is a blast from the past. Ahhhh, the daze of trading rare earfs! Watch this one, folks. It may play big in the trade war with China. Rare earth minerals could be weaponized … Continue reading
Posted in Black Swan Watch, Commodities, Rare Earth Elements
Tagged Molycorp, Rare Earth Elements
Leave a comment
Commodity Correlation
Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — ℭhi 🛢️ (@chigrl) August 7, 2018
Q1 in Review
Q1: Lake Placid To The Mavericks The markets closed out the quarter trying to recover from one of the biggest volatility shocks in history, which began in early February. The question for Q2 is: Was the v-shock a one-off or a … Continue reading
Posted in Bonds, Commodities, Currency, Equities, Uncategorized, Week in Review
Tagged bonds, Commodities, Currencies, Global equity markets, Q1 In Review, Stocks, Week in Review
Leave a comment
China’s Staggering Demand For Commodities
Great chart from the Visual Capitalist brought to of us from our favorite Polish crude and rude trader, the Skrypecker. Now you can see why the markets work themselves into a deflationary tizzy when China hits a speed bump.
Posted in China, Commodities, Uncategorized
Tagged China, Commodity Demand, Visual Capitalist
2 Comments