Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>FAO's meat price index hit a new all-time high of 127.3 points, up 1.2% from its previous peak in June, as strong import demand from China and the United States boosted beef and sheep meat prices, the agency said.</li><li>U.S. beef imports have climbed after drought led to a decline in the domestic cattle herd.</li><li>Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation remaining within the forward curve.</li></ul>

FAO's meat price index hit a new all-time high of 127.3 points, up 1.2% from its previous peak in June, as strong import demand from China and the United States boosted beef and sheep meat prices, the agency said.U.S. beef imports have climbed after drought led to a decline in the domestic cattle herd.Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation remaining within the forward curve.

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Discussion between Jonathan, CEO of Tradesmen Collective, and Ed, Director of Investor Relations, on tech startups and market trends</li><li>TTC USA's integrated platform addresses industry inefficiencies with cutting edge software, escrow services, and legal support</li><li>Insight on leading assets like gold, Bitcoin, and Nvidia; mentions of success stories like MicroStrategy integrating Bitcoin and Nvidia integrating software for business growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion between Jonathan, CEO of Tradesmen Collective, and Ed, Director of Investor Relations, on tech startups and market trendsTTC USA's integrated platform addresses industry inefficiencies with cutting edge software, escrow services, and legal supportInsight on leading assets like gold, Bitcoin, and Nvidia; mentions of success stories like MicroStrategy integrating Bitcoin and Nvidia integrating software for business growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>Seasonal patterns shift in August, with weaker average returns and greater downside skew supporting a case for selective hedging.</li>
<li>Most markets are at or near 52-week highs, further strengthening the argument for protective positioning.</li>
<li>Unlike July’s consistent vol-selling setup, August presents a more mixed environment for volatility strategies.</li>
</ul>


Seasonal patterns shift in August, with weaker average returns and greater downside skew supporting a case for selective hedging.
Most markets are at or near 52-week highs, further strengthening the argument for protective positioning.
Unlike July’s consistent vol-selling setup, August presents a more mixed environment for volatility strategies.


Global Macro Outlook (Aug): Risk Builds Amid Uneven Macro Picture

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount</li><li>China-U.S. /In Depth: China, U.S. race to deny the other economic leverage</li><li>Involution /: China acts to stamp out ‘involution’ and unfair competition</li></ul>

Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mountChina-U.S. /In Depth: China, U.S. race to deny the other economic leverageInvolution /: China acts to stamp out ‘involution’ and unfair competition

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount 

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

<ul>
<li>A quick synoptic look at the tactical models for the key indices, stocks, commodities and bonds we cover, for the week August 4 - August 8.</li>
<li>
OVERSOLD: <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a> , <a href="https://www.smartkarma.com/entities/nifty-index" target="_blank" data-smartkarma-citation="entities:23617:1" rel="noopener">NIFTY Index</a> , <a href="https://www.smartkarma.com/entities/korea-stock-exchange-kospi-200" target="_blank" data-smartkarma-citation="entities:26021:1" rel="noopener">KOSPI 200 INDEX</a> </li>
<li>
OVERBOUGHT: <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">NVIDIA Corp (NVDA US)</a> is the only stock clearly overbought. </li>
</ul>


A quick synoptic look at the tactical models for the key indices, stocks, commodities and bonds we cover, for the week August 4 - August 8.

OVERSOLD: China Mobile (941 HK) , NIFTY Index , KOSPI 200 INDEX 

OVERBOUGHT: NVIDIA Corp (NVDA US) is the only stock clearly overbought. 


Global Markets Tactical Outlook: Week of August 4 – August 8

United States

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

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Gold (GOLD COMDTY)

Meat Prices Rise and Rise and Rise

Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation...

The Commodity Report

Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground

Discussion led by Jonathan and Ed on tech startups focusing on TTC USA's integrated platform, with a highlight on MicroStrategy, Bitcoin, and...

William Mann

Global Macro Outlook (Aug): Risk Builds Amid Uneven Macro Picture

August brings a shift in seasonal patterns, with weaker returns and greater downside risk, making a case for selective hedging with markets near...

John Ley

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount

TOP STORIES Stablecoins / Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount A wave of policymaking and market...

Caixin Global

Global Markets Tactical Outlook: Week of August 4 – August 8

Our WEEKLY tactical models show oversold conditions for China Mobile, NIFTY Index, and KOSPI 200 Index, while NVIDIA Corp is the only stock...

Nico Rosti

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Meat Prices Rise and Rise and Rise

Looking at the latest futures prices, live cattle, feeder cattle and even lean hogs remain in a strong uptrend with a significant backwardation...

The Commodity Report

Tradesmen's Collective: Fixing the Trades with Tech, Transparency & Boots-on-the-Ground

Discussion led by Jonathan and Ed on tech startups focusing on TTC USA's integrated platform, with a highlight on MicroStrategy, Bitcoin, and...

William Mann

Global Macro Outlook (Aug): Risk Builds Amid Uneven Macro Picture

​August brings a shift in seasonal patterns, with weaker returns and greater downside risk, making a case for selective hedging with markets near...

John Ley

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount

TOP STORIES Stablecoins / Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount A wave of policymaking and market...

Caixin Global

Global Markets Tactical Outlook: Week of August 4 – August 8

​Our WEEKLY tactical models show oversold conditions for China Mobile, NIFTY Index, and KOSPI 200 Index, while NVIDIA Corp is the only stock...

Nico Rosti

August brings a shift in seasonal patterns, with weaker returns and greater downside risk, making a case for selective hedging with markets near...

Our WEEKLY tactical models show oversold conditions for China Mobile, NIFTY Index, and KOSPI 200 Index, while NVIDIA Corp is the only stock...