Currently viewing the tag: "Commodities"
commodities

Commodities – Overcoming Everything Thrown At Them

By On July 11, 2016 · Leave a Comment

Despite a rally back in the USD and the sudden recalibrated growth outlook for the world from Brexit, Commodities are picking up steam.

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Emerging Money Daily Audio Call April 19

By On April 19, 2016 · Leave a Comment

Emerging Money Daily Audio Call April 19 – Take out the old playbook?  Well, it depends on which one. 

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Emerging Money Daily Audio Call March 21

By On March 21, 2016 · Leave a Comment

Emerging Money Daily Audio Call March 21 – This morning we preview the week with quiet macro but some minefields out there for investors. 

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Emerging Money Daily Audio Call, Wednesday May 13 2015

By On May 13, 2015 · Leave a Comment

On the call toady we discuss the pullback in rates overnight and the relief for equity markets…

Emerging Market currencies are ripping today with the pullback in the USD; We offer up those most compelling currency trades…

Oil trades higher with the weaker Dollar.  What are the related trades and where is the near term […]

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Emerging Money Trades

Emerging Money Daily Audio Call Monday, May 11 2015

By On May 11, 2015 · Leave a Comment

Global interest rate concerns from last week continue but tone is better today after Friday’s relief rally and weaker US Payroll data.  Thus far this AM market action shows a muted follow through however from Friday’s price action.

China’s rate cut last night was not a surprise to us but seems to be something others are […]

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Commodities Test Lower – An Eye on 200

By On March 13, 2015 · Leave a Comment

We are now within 5% of the critical 200 level on the CRB Index which has been a defining level historically for all that is bulky, soft, metal, and oily/gassy.

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Brazil – Quietly +14% In USD Terms From December Lows

By On January 22, 2015 · Leave a Comment

The Brazil trade continues to work with equal lifting coming from both the currency and the Ibovespa.  In total return you have seen a 14% move off the lows on Dec 16th with the drivers being.

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Market Update – Aussie Dollar

By On September 26, 2014 · Leave a Comment

I wanted to give a quick Friday morning update on the currency/commodities markets as we head into the weekend.

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Emerging Money Daily Audio Call Preview July 9

By On July 9, 2014 · Leave a Comment

Emerging Money Daily Audio Call Preview July 9 – on the call today we waited for the Fed and ECB to chiming in order to evaluate risk assets and tell you where we think today’s comments take emerging markets.

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Copper Bounce?

By On March 12, 2014 · Leave a Comment

Copper has bounced small today after a -8% pullback in last three days largely due to China credit fears and the impact this will have on inventory used as collateral for loans.  The other side of this story is that copper supply dynamics are also getting worse.  Copper production in the 4Q was +12% y/y […]

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