…income was the primary driver in a falling rate environment, long commodities and currencies start to become the main drivers in rising rate environments.”[/text-with-icon] Full article available for subscribers here….
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The Big Picture: Debt, growth and rates’ abnormal relationships creating abnormal conditions (Part II)
…competent. The most predicted Covid outcome, for instance, is that the pandemic will be handled well. But if Covid started to spread in the country and escaped public health officials’…
Commodity Surge Is Just the Latest Event in a Rollercoaster 3-Year Macro Ride
…from my front-row seat managing the trade flow for $7B in Macro positions. At the start of the pandemic-induced global shutdown in 2020, we witnessed dramatically falling commodity prices as…
With the war, E, S, and G have collectively moved back to the fore
…gas equivalent. And it would spin off excess gas for export. The nation could even start converting the long-haul transportation fleet to gas, as T. Boone Pickens proposed many years…