Data-Driven Commodity Research, The Commodity Report

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<ul><li>Let me be clear, as we can measure the net money market liquidity, we can also see that there was a slight pickup in available funds over the last few weeks.</li><li>This is inconsistent with the FED policy and its goal to tighten financial conditions.</li><li>This fact was also IMO THE driving factor that drove markets higher over the last weeks as well. </li></ul>

Let me be clear, as we can measure the net money market liquidity, we can also see that there was a slight pickup in available funds over the last few weeks.This is inconsistent with the FED policy and its goal to tighten financial conditions.This fact was also IMO THE driving factor that drove markets higher over the last weeks as well. 

CRB Commodity Index

The Commodity Report #63