Brazilian equities are historically cheap even relative to global commodity producers. The last time we saw such undervalued prices was in the early 2000s, when Brazilian stocks entered a bull market. It is one of the most natural resource-rich economies …
The commodities trading giant discovered some of the metal cargoes it bought were missing nickel 🚨 Crazy story pic.twitter.com/cZ6obFNqhF — Wall Street Mav (@WallStreetMav) February 10, 2023 Source: https://t.co/c54f7J6Kv4 — Wall Street Mav (@WallStreetMav) February 10, 2023 Trafigura has begun …
Commodity trader Trafigura Group is facing more than half a billion dollars in losses after discovering metal cargoes it bought didn’t contain the nickel they were supposed to. Trafigura has spent the past two months uncovering what it believes is …
https://claudiograss.ch/2023/01/2022-is-the-end-of-big-tech-and-the-beginning-of-the-11-years-commodity-cycle-from-2022-2033/ https://tntradiolive.podbean.com/e/claudio-grass-on-jerm-warfare-with-jeremy-nell-24-january-2023/
ISTANBUL, Nov 3 (Reuters) – Turkish annual inflation climbed to a new 24-year high of 85.51% in October, official data showed on Thursday, slightly below forecast, after the central bank cut its policy rate despite surging prices. Reporting by …
OIL FUTURES EXTEND LOSSES, U.S. CRUDE DOWN BY $5 A BARREL — RedboxGlobal (@RedboxWire) August 15, 2022 Bloomberg Commodity Index: drawdowns from peak %. $BCOM pic.twitter.com/bT4kVonzKC — Paul de Jong 🌐 (@pauldejong_) August 14, 2022 https://twitter.com/psimpsonmorgan/status/1558585358886977536 https://twitter.com/macro_daily/status/1559157758930337793 Two really awful …
by Kimble Charting One of the most important themes during the first half of 2022 is rising interest rates. And with the Federal Reserve focused on stopping inflation, it’s a legitimate concern. But is there also a case for falling interest …
by lulzcakes Backwardation A commodity’s spot price trading lower higher than some given future contract is, in cases, normal (e.g. seasonality or perishable commodities). The backwardation we are seeing today is extreme by any standards. [Sorry, typo. Backwardation is spot > future. Although …
View post on imgur.com https://www.investing.com/commodities/real-time-futures h/t CharlieFoxtrot
https://twitter.com/MarketSanity/status/1529847251761258498
https://t.co/3RGlfsKGe6 — Win Smart, CFA (@WinfieldSmart) March 27, 2022
https://www.washingtonpost.com/business/energy/too-big-to-fail-risk-looms-over-commodities/2022/03/16/d6bc2ef0-a4f6-11ec-8628-3da4fa8f8714_story.html Wondering why commodity prices have been dropping despite the supply/demand imbalance. Well, commodity trading houses have seen margin calls and are short of liquidity, many have been unable to buy commodities to be delivered to refiners/end users. Expect …
by Egon von Greyerz of Gold Switzerland When the sh-t hits the global fan, it often does it at the optimal time for the maximum amount of damage and with the worst kind of sh-t to soil the world. For years I have …
by Michael Snyder There are some people out there that thought that global financial markets would be largely unaffected by the war in Ukraine. Those people were wrong. This week, investors have received a very rude wake up call. Stock …
By Egon von Greyerz When the sh-t hits the global fan, it often does it at the optimal time for the maximum amount of damage and with the worst kind of sh-t to soil the world. For years I have been …
by Lance Roberts Market Review – Stocks Struggle As Russia Advances Friday morning, stocks sank back to previous support on news Russia had taken Ukraine’s nuclear power facility. It is not surprising with the ongoing Russia conflict; no one wants …
by confoundedinterest17 Russia is still attacking Ukraine and I am still seeing stories about actor/comedian Bob Saget’s cause of death. So now for something completely different. After last week’s Personal Consumption Expenditures, GDP and new home sales reports, the Atlanta Fed’s GDPNow …
Soaring material costs, supply chain constraints, and intensified price competition are some of the reasons why LG Electronics Inc. will shutter its solar factory in Huntsville, Alabama, according to a company press release. “The decision comes as uncertainties in the …
by Shaun Richards The economic story of 2022 so far has been one of inflation rising even further. It was only on Thursday that we discovered that the US Consumer Price Index or CPI had risen to an annual rate …
https://twitter.com/baw690/status/1488879350329970690 Janet Yellen defended the size of the stimulus package that many blame for fueling inflation, though she conceded that describing rising prices as “transitory” was a mistake. — unusual_whales (@unusual_whales) February 3, 2022 Food Prices Climbing Closer Toward …
by confoundedinterest17 Yes, The Federal Reserve could have raised their target rate at their January meeting, but chose not to raise rates. Instead, Chairman Powell said that rate increases are a comin’! I hope Powell wasn’t hoping for a slowdown …
🚨🚨BREAKING 🚨🚨The Bloomberg Commodity Spot Index, a basket of 23 energy, metals and agricultural raw materials contracts, jumped to an all-time high on Monday, surpassing its 2008 and 2011 peaks set during the commodity super-cycle | #OOTT #OATT #METL More …
BY JOHN RUBINO Russell Brand: If you don’t trust the media, watch this … Joe Mazumdar: Why this commodity supercycle is different … Peter Grandich: We’re in the mother of all financial bubbles … Clem Chambers: Bitcoin winter is here, $10,000 …
by confoundedinterest17 The Bloomberg Commodity Index is up 20% this year and on pace for its best year since 2003. This surge has not only fanned inflation fears, but it has created a bullish breakout in the long-term Bloomberg Commodity Index. As …
by Adam Taggart, Founder, Wealthion Rick Rule has invested in hundreds of public and private mining, drilling & farming ventures over his long career as a natural resources investor. And based on that expertise, he sees a very bright future …
by Shaun Richards A particular feature of the year so far has been the rise in commodity and hence producer prices.Only yesterday it was the turn of Iron Ore. BEIJING, May 10 (Reuters) – China’s ferrous prices took off on …
by Kimble Charting A weaker US Dollar is a good thing for assets like commodities. So it shouldn’t be any surprise that commodities have been very strong over the past several months while the Dollar has been weak. Today we look …
Commodity prices up 50%, real estate up 38%, and 3 of 4 Bank of Canada measurements show consumer prices inflation above target. What’s the government’s solution? Print more money. pic.twitter.com/PTzJulRmjG — Pierre Poilievre (@PierrePoilievre) May 2, 2021 Meanwhile in US… …
by Shaun Richards A feature of 2021 so far has been the rise in commodity prices that has been seen. This was reflected on Friday by this from MarketWatch. Copper futures scored a third-straight weekly gain on Friday to notch …
