crude oil
The Weekly - October 4, 2024
China issues become Ground Zero amid skittish Global Risk Asset markets. If China is The Problem; this Time is different & they have The Answers?
copper
crude oil
The Weekly - September 27, 2024
China's overdue Policy Prescription open to 'Beginning of the End' OR 'End of the Beginning' interpretation. What matters most is the Deflation Export that the West abhors.
crude oil
The Weekly - September 20, 2024
Burden of Proof (ammunition for some) now on the next US Data Prints. AirFED Narrative = 'Landing' on Runway 2R (Right: 0~2%) & NOT 2L (Lower < 0). Let's see how smoothly this goes.......
crude oil
The Weekly - September 13, 2024
FOMC up next to manage the narrative over the 'Inflation Extinction Event' unfolding into Q4'24......China centre- stage still.
crude oil
The Weekly - September 6, 2024
Benchmark supremacy (Reversal Lower) & leadership dominates with the DAX now confirming; Sino Risks NOT going away anytime soon.
crude oil
The Weekly - August 23, 2024
Risk Asset Leadership victim to the Populist Broader Market as Benchmark (SP500, NDX100) Daily Reversals seemingly ignored. Could it simply be a 'Joyous' Rally to 'where exactly?'
crude oil
The Weekly - August 16, 2024
Onwards & Upwards a la a Soft Landing with Jay P substituting for Rod Serling? 'Expect the Unexpected' seems appropriate for the moment.
crude oil
The Weekly - August 9, 2024
This Week in the lap of the Gods as Week just passed one for the record books. Time to observe & not pre-empt would seem like an appropriate tactic.
crude oil
The Weekly - July 5, 2024
The "Snapback" Copper (+6%) & Gold (2.5%) Rallies play out nicely; FOCUS shifts back to the OK Corral Shoot~ Out in Global 10yr Note Yields.