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A Shift to Optimism in 2023?
Friday, January 13, 2023 - 12:27pm | 113Read More...Investors might look forward to some improvements in 2023 after a year of major transitions and tectonic shifts in economies and markets. " width="100%"> Scan the above QR code for more expert analysis of market events and trends driving opportunities today! Image sourced from...
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The Mortgage-Backed Securities Market Faces New Challenges
Thursday, December 22, 2022 - 3:18pm | 1379Read More...AT A GLANCE After adding $1.3 trillion in MBS over the last five years, banks slashed their holdings by roughly $100 billion as of November 2022 New TBA futures help market participants manage MBS exposure, and lower margin requirements Mortgage rates in the United States have soared in 2022,...
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Can the Economy Weather the Storm of Rising Rates and Rising Debt Levels?
Thursday, December 22, 2022 - 3:12pm | 439Read More...AT A GLANCE U.S. debt levels are more than twice as high today as they were during the economy of the late 1970s and early 1980s The Fed Funds Futures curve suggests that the Fed will tighten once more in Q1 2023 and then slash rates from 5% to 3% by the end of 2024 In 2022, the Fed raised...
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Impact of Raising Rates amid High Debt Burden
Thursday, December 22, 2022 - 3:01pm | 99Read More...Two previous periods of monetary tightening led the economy into a downturn. Will it be different this time around? Scan the above QR code for more expert analysis of market events and trends driving opportunities today!
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Aluminum's Booms and Busts: Is More Volatility Ahead?
Friday, December 16, 2022 - 4:00pm | 1179Read More...AT A GLANCE With growing use in the energy and auto sector, aluminum sales could hit $238 billion by 2028, according to estimates, up from $142 billion in 2021 In an interview, Harbor Aluminum founder says excess inventory is a growing risk that could force producers to slash prices Aluminum...
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Markets and Fed, A Bit 'Out of Sync'
Friday, December 16, 2022 - 3:56pm | 357Read More...AT A GLANCE In November, markets responded in the opposite direction of Fed guidance by taking longer-term rate expectations lower, not higher The U.S. Treasury yield curve has become move inverted, with the 1-year to 10-year spread widening from 60 to 100 basis points The Federal Reserve does...
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The Global Appetite for U.S. Pork Shows No Signs of Retreat
Friday, December 16, 2022 - 3:52pm | 1024Read More...AT A GLANCE Over the last decade, an average of 23% of U.S. pork is exported, compared to 11% for beef Mexico has emerged as the largest buyer of U.S. pork by volume, purchasing 33% of total U.S. exports in 2021 From carnitas to chashu to bacon-wrapped everything, pork products are enjoyed...
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Are Markets Positioned for a Shift in Sentiment?
Friday, December 16, 2022 - 3:47pm | 659Read More...Markets appear extremely concerned about the possibility of a U.S. recession. In the fixed- income markets, an inverted yield curve, with short-term rates exceeding long-term yields, has been a reliable indicator of the potential for future economic challenges. And, it has not been this inverted in...
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Fed Signals More Rate Hikes, but Investors Take Yields Lower
Friday, December 16, 2022 - 3:42pm | 79Read More...Long-term yields are heading lower amid investor concerns that the Fed could overshoot with its rate hikes, leading to more economic challenges. Image sourced from Shutterstock This post contains sponsored advertising content. This content is for informational purposes only and not intended to be...
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What 2022 Taught Us About Equity Market Sectors
Friday, December 9, 2022 - 1:53am | 1276Read More...AT A GLANCE In 2022, equity markets experienced multiple, competing forces that created an inordinate amount of uncertainty resulting in significant divergence in performance amongst equity sectors CME Group’s sector futures provide a granular toolset to capture opportunities and manage...
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Pressure on Metals as Energy Transition Ramps Up
Friday, December 9, 2022 - 1:49am | 999Read More...AT A GLANCE Electric vehicle sales projections pose challenges for copper supply, with a 10 million metric ton deficit possible by 2035, according to estimates China is the world’s leading producer and consumer of aluminum, making the country’s COVID policy a major factor in aluminum...
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How China's Economic Outlook Can Influence Oil Markets
Friday, December 9, 2022 - 1:45am | 392Read More...AT A GLANCE China is the world’s second-largest economy and the biggest crude importer Earlier in 2022, crude oil was in backwardation In November, the powerful influence of China on oil prices was on full display as fears of economic weakness associated with the maintenance of its zero-...
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Piecing Together the Jobs Jigsaw Puzzle
Friday, December 9, 2022 - 1:39am | 655Read More...AT A GLANCE The U.S. Bureau of Labor Statistics will release its November Employment Situation Summary, or Jobs Report, on Dec. 2 The Dec. 2 Jobs Report is the last monthly employment report before the Fed’s final policy meeting of the year, but it’s just one piece of the puzzle A...
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The Rise of Emerging Markets in Asia
Friday, December 9, 2022 - 1:33am | 1136Read More...AT A GLANCE As the developed world faces a slowdown, emerging Asian economies are expected to grow at twice the rate of the United States in 2022 Countries like India, Vietnam and the Philippines enjoy a growing middle class, ongoing urbanization, and a high level of technology adoption As much...
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Three Factors Underpinning 2022 Grain Volatility
Friday, December 9, 2022 - 1:28am | 1629Read More...Some indications suggest that high volatility is the new normal for grains The volatility of 2022 has disrupted the historic correlation between Chicago and Kansas City Wheat futures 2022 is bringing headlines never expected in the 21st century: war in Europe, worldwide inflation, and (...
















