Category: Inflation

The Implosion of Commercial Office Space Has Begun – Part 5: Derivatives Domino

AAA-rated bonds within a CMBS derivative product backed by CRE have defaulted for first time since the Great Financial Crisis.

An Orange Juice Squeeze in 2024 and Revisiting “Trading Places”

The OJ industry is “in crisis” amid record high prices and supply will continue to experience shortfalls despite any uptick in global production.

The Copper Supply Disruption and Technical Analysis – Blue-Sky Territory

Sanctions, war, inflation, green energy, a supply shortage, and demand factors contributed to spiking the price to an all-time high in recent weeks.

Gold and Silver Outlook for Late Spring 2024 – Technical Analysis

Shallow profit taking pullbacks in price are aggressively bought by momentum players and core long positions are being laddered at lows into the pivots.

Dow, Nasdaq, S&P, and Russell April 2024 Close – Technical Analysis

Fed is cornered on monetary policy amid stagflation and Biden is floating new taxes that include a higher capital gains tax and taxing unrealized gains.