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Palm Oil Monthly Update – January 2023
Thursday, February 2, 2023 - 1:21pm | 778Read More...CME Group USD Malaysian Crude Palm Oil Futures Volume and Open Interest In December 2022, CME Group crude palm oil volume totaled 15,802 lots (395,050 metric tons) and the end-of-month open interest was 45,733 lots (1,143,325 metric tons). Volume in the first three contract months were 7,252, which...
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Is the S&P 500 Overvalued?
Thursday, February 2, 2023 - 1:05pm | 1456Read More...After achieving an 817% total return between March 2009 and the end of 2021, the S&P 500® fell 18.5% in 2022. Despite losing nearly one fifth of its value, the index might not be a bargain buy on some measures. When one looks at the S&P 500 market capitalization to GDP ratio...
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Gold's Prospects in 2023 as Fed Rate Hikes Near Peak
Thursday, February 2, 2023 - 12:58pm | 138Read More...Gold has rallied nearly 20% amid expectations for the Fed to begin cutting rates later this year, and as the dollar retreats from highs. Scan the above QR code for more expert analysis of market events and trends driving opportunities today! Image sourced from Shutterstock This post...
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What the SPR Refill Means for Oil Futures
Wednesday, January 25, 2023 - 3:35pm | 1198Read More...AT A GLANCE To ease market tightness, Strategic Petroleum Reserve levels were reduced by 218 million barrels, bringing inventories to their lowest levels since 1984 Efforts to restore the SPR could establish an “SPR floor” for crude oil prices, with more stability for prices further...
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The Next Equity Market Rally May Depend on the Fed
Wednesday, January 25, 2023 - 3:09pm | 544Read More...AT A GLANCE Unlike the last four equity rallies of the 1990s, the early 2000s, 2010-2019, and the post-pandemic rally of 2020-2021, any equity rally this time around will have to fight the Fed Elevated volatility and more frequent setbacks are likely to remain significant features of the equity...
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Palm Oil Monthly Update – December 2022 – CME Group
Wednesday, January 25, 2023 - 2:32pm | 751Read More...CME Group USD Malaysian Crude Palm Oil Futures Volume and Open Interest In November 2022, CME Group crude palm oil volume totaled 15,935 lots (398,375 metric tons) and the end-of-month open interest was 45,678 lots (1,141,950 metric tons). Volume in the first three contract months were 8,985, which...
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Accelerating Increases in Rent Could Make Inflation Sticky
Wednesday, January 25, 2023 - 2:27pm | 1050Read More...Bond investors cheered the December U.S. Consumer Price Index (CPI) data released on January 12. Headline inflation came in at 6.5% year on year, which was much better than the previous month. Core inflation receded from 6.0% to 5.7%. There was, however, one discordant note: rents...
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Equities Face Fed Hurdle in Next Rally
Wednesday, January 25, 2023 - 2:21pm | 128Read More...After years of an accommodative stance, the Fed's switch to jumbo rate hikes could pose a challenge to the next possible rally in equities. Scan the above QR code for more expert analysis of market events and trends driving opportunities today! This post contains sponsored advertising...
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Will 2022's Near-Perfect Sector Rotation Continue Into 2023?
Friday, January 20, 2023 - 11:58am | 497Read More...AT A GLANCE Higher inflation has boosted the stocks of commodity producers in 2022, while higher interest rates and bond yields have hurt the previous decade’s high fliers Sectors that had performed well in 2020 and 2021, including tech, consumer discretionary and semiconductors...
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Possible Implications of Fed Hikes Amid High Leverage Ratios and Low Real Rates
Friday, January 20, 2023 - 11:53am | 1459Read More...AT-A-GLANCE Fed hikes in 2022 the highest since 1981 U.S. debt levels have doubled relative to GDP since the early 1980s Higher debt levels may make the U.S. economy more sensitive to rate changes The U.S. yield curve is strongly inverted, suggesting risk of a downturn Real rates are still...
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Five Reasons Market Sentiment Might Change in 2023
Friday, January 20, 2023 - 11:49am | 1055Read More...U.S. and global market participants will be keeping a close eye on five key developments in 2023 that could herald changes in market sentiment – positively or negatively – depending on the flow of economic data. (1) When does the Federal Reserve (Fed) reach its peak rate for this cycle...
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A Reversal of Fortune in Equities?
Friday, January 20, 2023 - 11:45am | 111Read More...Select sectors that did poorly in 2020 and 2021 performed well in 2022, while those which excelled in 2020 and 2021 did poorly last year. Scan the above QR code for more expert analysis of market events and trends driving opportunities today! Image sourced from Shutterstock
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A Transition from Change to Adaptation
Friday, January 13, 2023 - 12:45pm | 485Read More...AT A GLANCE Equities have repriced to adapt to both higher bond yields and the possibility of a recession Bond yields are in new territory and are more or less in line with perceived long-term inflation expectations, plus a risk premium Over the last year, major changes occurred, so 2023 will...
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Post-COP27, Carbon Markets Turn Focus to Pricing
Friday, January 13, 2023 - 12:38pm | 1498Read More...After the UN climate meeting in Egypt, carbon market participants look to establish a pricing benchmark similar to those present in other key commodities Carbon offset futures from CME Group reached record interest in December The race to carbon neutrality faced headwinds in 2022, including...
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Equities: Will Last Year's Near Perfect Sector Rotation Continue in 2023?
Friday, January 13, 2023 - 12:33pm | 1272Read More...Equity markets reversed direction in two distinct ways in 2022. First, and most obviously, major indices such as the S&P 500®, Russell 2000, Dow and Nasdaq 100 fell after rising sharply in 2020 and 2021. Secondly, and not as apparent, was a near perfect sector performance...














