Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
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Dairy and Food Oil Prices Continue to Push Food Prices Higher
Overall, the FFPI was 9.0 points (7.6%) higher than its level a year ago but remained 31.9 points (19.9%) below its peak reached in March 2022.
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Sentiment Signal in Gold
This chart from Sentiment Trader highlights that also gold stocks are quite stretched - which isn’t a sell signal, as a stretched market can always...
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The Drill: A rush for gold amidst a geopolitical circus unfolding
Time for your weekly fix of what’s going on at the messy intersection of commodities and geopolitics. Energy prices are drifting lower — just as...
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How Commodities React To Trumps New Global Trade Plans
Just earlier this week, he declared he wouldn’t make a zero-tariff deal with the EU — and now, without any real change in circumstances, he’s...
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