Category Archives: Commodities

Going To Be A Slow August In Rhodes

Posted on May 22, 2020 by macromon

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 →

Posted in Commodities, Economics, Uncategorized | Tagged , | Leave a comment

More Adventures In Bad Government That Could Kill Americans

Posted on April 14, 2020 by macromon

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 →

Posted in Commodities, Uncategorized | Tagged , , | 2 Comments

BFTP: Rare Earth Day 5.0

Posted on May 20, 2019 by macromon

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 , | Leave a comment

Commodity Correlation

Posted on August 7, 2018 by macromon

Commodity correlation matrix pic.twitter.com/wsK7Uq9obY — ℭhi 🛢️ (@chigrl) August 7, 2018  

Posted in Commodities, Uncategorized | Tagged , | Leave a comment

Q1 in Review

Posted on March 31, 2018 by macromon

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 , , , , , , | Leave a comment

China’s Staggering Demand For Commodities

Posted on March 7, 2018 by macromon

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 , , | 2 Comments

The Year In Review

Posted on December 31, 2017 by macromon

An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading →

Posted in Bonds, Commodities, Crude Oil, Currency, Equities, Uncategorized, Week in Review | Tagged , , , , , , | Leave a comment

Week In Review – September 15

Posted on September 17, 2017 by macromon

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading →

Posted in Bitcoin, Bonds, China, Commodities, Uncategorized, Week in Review | Tagged , , , , , | Leave a comment

Week in Review – August 18

Posted on August 20, 2017 by macromon

Stock Indices Argentina stocks up big after the ruling coalition did better than expected in primary legislative elections last Sunday.  Emerging markets generally better bid than DMs.   Europe traded better as it looks the mighty Euro is taking a rest … Continue reading →

Posted in Bonds, Commodities, Currency, Equities, Uncategorized | Tagged , , , , , | Leave a comment

2017 First Half Key Takeaways

Posted on July 2, 2017 by macromon

Bonds  Big outperformance by local emerging markets and Euro periphery in first half.  Last week was pivotal as some bonds gave back almost entire year due to ECB hawkishness.  Watch this space.  More big moves here will determine asset trading … Continue reading →

Posted in Bonds, Commodities, Currency, Equities, Uncategorized | Tagged , , , , | 9 Comments