The Tariff Effect: Economic Uncertainty Unpacked | The New Barbarians #006
In January, equities were down while gold, Bitcoin, and European stocks saw positive gains, mirroring economic trends from the 1970s and signaling...
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The Drill – Oil down and precious metals UP.. The short USD trade in Geopolitics
Welcome to this week’s The Drill, which I will be authoring by myself moving forward. This means a continued focus on commodities and energy, but...
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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
Patrick Ceresna emphasizes the importance of heavy blend stock for refining U.S. shale oil as the S&P 500, US dollar index, and various commodity...
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Soybean-Meal Oversupply Crisis Incoming?
Soybean-Meal Oversupply Crisis Incoming? When you crush soybeans, you get one part of soy oil and another part of soy meal. Per soybean crushed,...
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Does Hershey’s Trigger Another Chocolate Squeeze?
Bloomberg reported that the maker of Reese’s Peanut Butter Cups wants to take a position that will allow it to purchase more than 90,000 metric...
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