The CRB/Gold ratio rose impulsively as it should have during a cyclical inflation problem that got out of the Fed's hands As noted in the previous post, the SPX/Gold ratio…
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
The CRB index tentatively turned down where it should have I am short commodities (DBC) as my only current short position. Hence, I have an interest in this oh so…
Commodities are starting to crack Disclaimer: commodities are notorious for rotation, as if the hedgies, quants and black boxes are playing Whack-a-Mole, roving the landscape rotating to the next play…
Global shipping prices are dropping while commodities and inflation expectations remain aloft When viewed in the context of history, it's not something that makes sense right now. Global shipping costs…
On March 21 we had an update noting that the TSX-V (CDNX) had tentatively taken out initial resistance (now support along with the SMA 50 at 856). Today's attempt at…
Commodity tracker DBC is in a symmetrical triangle Largely driven by its crude oil component, CRB tracker DBC's daily chart is taking the form of a symmetrical triangle, which is…
War making and its likely after effects driving commodities So now it is not only the inflation that the Fed and other CBs created in 2020. It is not only…
CRB commodity index hits target Not that it needs to stop here and not that I knew a tragic humanitarian event was going to instigate the final drive to 270+,…
Watching two elements of the macro markets we note that they are playing ball with each other nicely. As the 30yr yield looks upward to 2.5% to 2.7%... ...its big…
Stocks, commodities and gold after the Fed raises the Funds Rate The S&P 500 has been positive upon the first hike of the Fed Funds rate on the last two…
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A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to themes... A Cynical Fed is…
Baltic Dry Index (BDI) continues to flash negative As FOMC and related noise fade away we are left as we were before the negative market action that attended the event…
2-year Treasury yield indicates rising Fed Funds to come The link between commodities and Fed policy has been hit or miss (at best). However, when you add in the 2…