-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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
- Commodities
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- 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
- German Bund
- Germany
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- India
- 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
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Social Media
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- 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
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
The Year In Review
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 bonds, Commodities, Currencies, Global Markets, Performance, Stocks, Year In Review
Leave a comment
Week In Review – September 15
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 bonds, Commodities, Currencies, Global Stock Markets, Performance, Stocks
Leave a comment
Week in Review – August 18
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 bonds, Commodities, Currencies, Emerging Markets, Stocks, Zinc
Leave a comment
2017 First Half Key Takeaways
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 bonds, Commodities, Currencies, First Half Performance, Stocks
9 Comments
COTD: Oil Prices Surging!
Just not the oil you think. Should be good for Italy, Spain, Greece, and….California. . (COTD = Chart of the Day)
COTD: Raw Materials
Nice chart/infographic, Where do our raw materials come from? From the BullionVault, WHICH countries produce the raw materials we all need and use every day? Who mines the copper, grows the timber, makes the cement and harvests the coffee all … Continue reading
Commodities bounce back from bottom – FT
Oil prices are marching higher after plunging to a 12-year low in January. This is raising hopes the rout could be over, which is sparking a commodities comeback. Neil Hume, the FT’s commodities editor, looks at whether the recovery can … Continue reading
