Newsfeeds are clogged with “the bottom’s here!” narrative and we’re already seeing a significant bump in positivity in the public markets including risk-on assets like cryptocurrency, but are we…
Macroeconomics
I didn’t think this was something I was going to say soon, but the technicals are indicating that it is just about time to go long European equity indices….
US CPI beat market expectations. Estimates were pegged at June inflation coming in at 8.8%. Instead, inflation came in sizzling at 9.1% from a year ago. Excluding food and…
Summer tends to be slow for markets. But this time it feels different. With all the headlines of inflation and interest rates, traders knew this July was going to…
Last week I spoke about the bear market in many agricultural commodities. Recession signs are running rampant, and I will cover the next ag commodities I believe will drop…
Many people are freaking out about the stock markets. Makes sense. I get it. However, the market you SHOULD be watching is the bond/debt markets. Not only because they…
The currency markets have been wild in recent months. Many know about the epic moves in the Turkish Lira and the Russian Ruble. However, even ‘strong’ western currencies have…
There have been some big technical developments on commodities. Major patterns have triggered and hint to more downside. Copper itself has broken below a range which has been held…
Peak inflation is quickly becoming the new ‘transitory inflation’. Remember that key word that the financial media and central bankers kept repeating? Well, it didn’t come true, and just…
The Federal Reserve implemented the biggest interest rate hike since 1994. Yes, that’s right. The largest hike in 24 years. With inflation not showing signs of peaking, the Fed…