Here comes China.
Category: commodities
Reflation Madness! Treasury Selloff Turns Unruly As U.S. Economy Is Screeching Tea Kettle
Boy, we’re really in the heat of things now.Â
Nomura’s McElligott: ‘Market’s Skepticism On Higher Inflation Is A Mispriced Risk’
“This could further escalate the rates selloff in unruly fashion”.
‘Don’t Get Caught Short Into October’s Cyclical Melt-Up 2.0’, Nomura’s McElligott Warns
“The pieces are in place”.
Trump Calls Saudi King (Again), Wants Lower Oil Prices
“Hello? Yes, it’s me. The guy who accused you of ‘ripping off the world’ on Tuesday.”
What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic
Reading the tea leaves.
Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside
“The catalysts for this last rally appear clear”.
Something For Everybody: Full Week Ahead Preview
Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.
Is The Reflation Trade Back? Not According To One Bank
“The ‘reflation trade’ indicator continues to lose momentum; we do not foresee a sharp reversal towards the ‘reflation trade’ for the remainder of the year.”
As The S&P Hits All-Time Highs, Here’s What You Should Be Watching
Hint: it’s the dollar.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Farmers Made Worse Again As U.S. Farm Export Prices Plunge Most In 7 Years
“It’s ok, they can take it.”
Irritated Farmers Spend $2.5 Million On Anti-Tariff Campaign Named After A Peter Navarro CNBC Quote
“Agriculture is a giant, and it takes awhile to wake it up, but when it wakes up you better watch out.”
Trump To Spend ‘Billions’ On Emergency Assistance For Farmers Struggling To Cope With Trump
“And I love all people — rich or poor — but in those particular positions, I just don’t want a poor person.”
Commodities Stand Corrected As Demand Destruction Doom Loop Beckons
Coal mine canaries?
For Oil, Volatility Is ‘The New Normal’, Goldman Says
“…driven by U.S. political decisions.”
Can You Say ‘Demand Destruction’? Trade Tension Triggers Commodities Bloodbath
We’re going to need more reassurances from Goldman on the commodities bull thesis.Â
‘Someone Go Tell That To The Guy Harvesting His Crops’: Pray For The Soybean Farmers
Whatever you say, sir.Â
You Can Have Goldman’s Bullish Commodities Thesis – When You Pry It From Their Cold, Dead Hands
Not throwing in the towel – not even close.
Amid Worsening Commodities Rout, Agriculture Index Dives To Record Low
“Escalating global trade tensions bring a risk of demand destruction across commodity markets.”
An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!
“No good and will not be accepted!”
The Rookie In Natural Gas
Dukey tipped out the door of the exchange for two tall cool Bud cans on the train home. Just like every night.
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
‘Think Of Oxygen’: One Bank (Still) Thinks There Has Never Been A Better Time To Be Long Commodities
“Think of oxygen: if it became scarce we would pay an enormous premium today for it as we don’t need it tomorrow if we don’t have it today.”
‘America First’: Full Week Ahead Preview
Ok, well all eyes will be on the U.S. in the week ahead.
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
You must be logged in to post a comment.