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Keyword: commodities

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  • Weekend Update! Commodities Versus S&P 500 Index (How To Hedge Against The Fed And Biden’s Policies)

    05/21/2022 7:12:43 AM PDT · by Browns Ultra Fan
    Confounded Interest ^ | 05/23/2022 | Anthony B. Sanders
    We have a double whammy facing investors, The Federal Reserve wanting to take away the monetary punch bowl and Federal energy policies that are crushing middle-class households and lower-wages workers. But how do you hedge against The Federal Reserve tightening and Biden’s reckless energy policies? Take a look at investing in commodities (S&P GSCI Commodity-Indexed Trust and the Bloomberg Commodity Index) versus the S&P 500 Total Return index since The Fed began signaling that they would take away the monetary punch bowl. Yes, commodities like food and gasoline/diesel prices are up dramatically under Biden’s energy policies (not to mention the...
  • Home Powell-Yellenburg Omen? Dow Drops 1,000+ Points, NASAQ Down 5%, Commodities Rally After Lunch As Fed Fear Strikes

    05/05/2022 2:53:23 PM PDT · by Browns Ultra Fan · 4 replies
    Confounded Interest ^ | 05/05/2022 | Anthony B. Sanders
    It has been a miserable day for markets as The Federal Reserve struggles to get inflation under control. The Dow fell over 1,000 points today and NASDAQ was down a cool 5%. Is the Hinderburg Omen back in fashion? Better yet, the Powell-Yellenburg Omen? While equity markets have gotten clobbered by Powell and the Gang, commodities at least rallied in the afternoon.
  • ‘A Beautiful Mosaic Of Commodity Market Manipulation’ – Kyle Bass Questions China’s COVID Lockdown Motives

    04/15/2022 9:38:44 AM PDT · by blam · 9 replies
    Zubu Brothers ^ | 4-15-2022
    Having suddenly and ultra-aggressively turned on it people with the most draconian restrictions of any nation in the world so far since COVID arrived on the scene in some Wuhan bat-soup, this week has seen the proletariat starting to fight back as food shortages hit and life inside their apartment prison cells becomes unbearable. The CCP demanded “Control your soul’s desire for freedom. Do not open your window or sing,” after Shanghaians began to scream for help. 🇨🇳 Chinese authorities sending drones over to Shanghai and sounding messages: “Please comply w covid restrictions. Control your soul’s desire for freedom. Do...
  • JPMorgan Predicts That Global Commodities Prices May Rise By 40%… Or More

    04/10/2022 5:48:32 AM PDT · by blam · 4 replies
    Zubu Brothers ^ | 4-10-2022 | Bryan Jung via The Epoch Times,
    Commodities prices could rise by 40 percent and will likely continue to go higher, according to a note from JPMorgan Chase from April 7, as raw materials hit a record high last month following Western sanctions on Russia due to its invasion of Ukraine. Russia is a main supplier for up to 10 percent of global energy production and about 20 percent of global wheat production. The commodities affected include oil, which is already up 33 percent from the same month the previous year, while natural gas has gone up by 65 percent since the invasion roiled the markets. Metals...
  • The commodity currency revolution

    04/09/2022 3:55:04 PM PDT · by delta7 · 13 replies
    Gold money ^ | 7 April 22 | Alasdair MacleoD
    We will look back at current events and realise that they marked the change from a dollar-based global economy underwritten by financial assets to commodity-backed currencies. We face a change from collateral being purely financial in nature to becoming commodity based. It is collateral that underwrites the whole financial system. The ending of the financially based system is being hastened by geopolitical developments. The West is desperately trying to sanction Russia into economic submission, but is only succeeding in driving up energy, commodity, and food prices against itself. Central banks will have no option but to inflate their currencies to...
  • Food prices soar to record levels on Ukraine war disruptions

    04/08/2022 12:34:19 PM PDT · by Mariner · 21 replies
    AP via ABC ^ | April 8th, 2022 | By NICOLE WINFIELD Associated Press
    ROME -- Prices for food commodities like grains and vegetable oils reached their highest levels ever last month largely because of Russia's war in Ukraine and the “massive supply disruptions” it is causing, threatening millions of people in Africa, the Middle East and elsewhere with hunger and malnourishment, the United Nations said Friday.The U.N. Food and Agriculture Organization said its Food Price Index, which tracks monthly changes in international prices for a basket of commodities, averaged 159.3 points last month, up 12.6% from February. As it is, the February index was the highest level since its inception in 1990.FAO said...
  • The Great Reset … In Asset Returns (Commodities Soaring, Treasuries Tanking, Home Price Growth Still 4x Soaring Mortgage Rates)

    04/03/2022 7:32:55 AM PDT · by Browns Ultra Fan · 6 replies
    Confounded Interest ^ | 04/03/2022 | Anthony B. Sanders
    Numerous elites like Klaus Schwab of The World Economic Forum (and Davos fame) are calling for a “Great Reset” in global economies. But perhaps “The Great Reset” in taking place in asset markets … and not in a good way. Consider what has happened since President Biden was elected. The S&P 500 total return index (green index) has risen thanks to The Federal Reserve’s balance sheet expansion (orange line) with COVID. Until 2022 when the expectation of Fed rate hikes surged from 3 in late December 2021 to 9.4 expected rate hikes over the next 12 months (yellow line). The...
  • “A Paradigm Shift Western Media Hasn’t Grasped Yet” – Russian Ruble Relaunched, Linked To Gold & Commodities

    04/03/2022 4:56:06 AM PDT · by blam · 58 replies
    Zubu Brothers ^ | 4-3-2022 | Ronan Manly of
    With Russia’s central bank having just profoundly altered the international trade and monetary system by linking the Russian ruble to both gold and commodities, journalists in Moscow asked me to write a Q and A article on what these developments mean, and the ramifications of these changes on the Russian ruble, the US dollar, the gold price and the global system of currencies. This article has been published on the website here.Since is now blocked and censored in many Western locations such as the EU, UK, US and Canada, and since many readers may not be able to...
  • Zoltan! US Dollar Purchasing Power For Consumers Sinking Faster Than The Titanic As Zoltan Pozsar Suggests Bretton Woods III With Money Backed By Commodities

    04/02/2022 12:16:52 PM PDT · by Browns Ultra Fan · 46 replies
    Confounded Interest ^ | 04/04/2022 | Anthony B. Sanders
    Zoltan! (Forbes) – Credit Suisse’s Zoltan Pozsar argues Bretton Woods II crumbled when the G7 countries seized Russia’s foreign exchange reserves. Keeping money inside financial institutions like the IMF was considered risk free. That is clearly no longer the case. Similarly, Bretton Woods I collapsed when Nixon took the US of the gold standard back in 1971 when dollars were convertible to gold at a fixed exchange rate of $35 an ounce. This led to Bretton Woods II, backed by “inside money” or the dollar, which itself is not linked to gold or any other commodity. Now the basis of...
  • Soaring SRW (soft red winter) Wheat Futures Shatter All-Time High as Crisis in Ukraine Continues

    03/07/2022 5:04:32 PM PST · by Rebelbase · 13 replies ^ | 3/7/22 | Tyne Morgan
    Soft Red Winter (SRW) futures hit an all-time high Friday before retreating back, as consecutive limit up trading days meant wheat prices topped a previous high set in 2008. Earlier this week, prices had shot to a 14-year high. "On the continuous futures, the Chicago March winter wheat futures contract set a then all-time high of $13.34 1/2 cents on Feb 27, 2008. Today, the March 2022 has traded to $13.40. So on some continuous charts, a new record today," says Bill Nelson of ProFarmer. "The wonky part of this is that today's record is for wheat futures in delivery....
  • Soaring Wheat Prices Leave These Countries Susceptible To Uprisings

    03/05/2022 12:14:32 PM PST · by blam · 28 replies
    Zubu Brothers ^ | 3-5-2022
    Ukraine is considered the “breadbasket of Europe,” and the Russian invasion is choking off grain exports, sending global food prices to record highs. Grain prices surged to record highs last week as world food prices are now higher than they were during the 2011 Arab Spring, leaving us with an abundance of caution that political uprisings due to food price shocks could be right around the corner. On Friday, the UN Food and Agriculture Organization (FAO) Food Price Index (FFPI), a measure of the monthly change in international prices of a basket of food commodities, reported record-high prices for February....
  • Commodities Set For Biggest Weekly Gain Since 1974 As Stagflation Fears Emerge

    03/04/2022 5:00:24 AM PST · by blam · 2 replies
    Commodities markets from agriculture to energy to metals have been upended by Russia’s invasion of Ukraine, as Bloomberg’s index of raw materials is set for the biggest weekly gain in nearly half a century. The invasion has sent commodity prices soaring as western sanctions force Russia into growing isolation. Banks, importers, and shippers avoid Russian exports as traders price in new fears of shortages in energy, grains, and metals, sending the Bloomberg’s gauge of raw materials to its largest weekly gain since 1974. The Bloomberg Commodity Index (BCOM), which updates at the end of each session, was up 8.6% on...
  • BP Abandoning Russia Shows Disruption To Commodities Will Be Profound

    02/28/2022 9:23:24 AM PST · by blam · 45 replies
    Newsmax ^ | 2-28-2022
    BP's decision to abandon its stake in oil giant Rosneft is the first high-profile example of the self-sanctioning by companies of their business links to Russia, a process likely to have major short- and long-term implications for energy markets. BP's dramatic exit of its 19.75% share of Rosneft could cost the London-listed oil major as much as $25 billion, a hefty price to pay in order to be seen to be doing the right thing in response to Russia's invasion of neighboring Ukraine. "I have been deeply shocked and saddened by the situation unfolding in Ukraine and my heart goes...
  • Goldman Warns Of Stagflationary Commodity Supply Shock On Ukraine, Raises Near-Term Brent Forecast To $115

    02/28/2022 5:34:22 AM PST · by blam · 3 replies
    Trade For Profit ^ | 2-28-2022
    Goldman Warns Of Stagflationary Commodity Supply Shock On Ukraine, Raises Near-Term Brent Forecast To $115 One look at the surge in oil, gas and various other commodities like wheat, confirms what everyone by now knows: unleashing hell against Russia in the form of the nuclear SWIFT option coupled with central bank sanctions may crush the Russian economy but it will also will lead to a harrowing price shock for ordinary citizens across the globe coupled with the worst stagflationary episode in years. As Goldman writes in a late Sunday note, Western sanctions on Russia are set to tighten significantly after...
  • It’s Not The 1970s, It’s Worse: This Is The Strongest Recovery In Commodity Prices On Record

    02/02/2022 8:37:40 PM PST · by blam · 14 replies
    As first discussed last June in “Will ESG Trigger Energy Hyperinflation” and again today “Woke Capital Won’t Save the Planet – But It Will Crash the Economy“, the “green”/ESG shift in politician thinking has unleashed an epic surge in commodity prices, which are propelling inflation higher and will likely force central banks to keep tightening until they trigger a recession and/or a market crash (probably both). Unfortunately, as Deutsche Bank’s Jim Reid writes in his chart of the day, given the start seen in 2022, there is no simply solution to what has been a broad-based social shift toward environmental...
  • Tech Sell Off, Bubble Comparisons, China | ITK with Cathie Wood

    01/12/2022 9:57:10 AM PST · by SunkenCiv · 9 replies
    YouTube ^ | January 7, 2022 | Cathie Wood [episode XXIV of "In the Know"]
    On episode XXIV of "In the Know," (January 7, 2022) ARK CEO/CIO, Cathie Wood, weighs in on the tech sell off, innovation stocks, autos, China, the tech & telecom bubble, and more. As always, she also discusses fiscal policy, monetary policy, the economy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.Tech Sell Off, Bubble Comparisons, China | ITK with Cathie Wood | January 7, 2022 | ARK Invest
  • We Have Less Than Two Weeks to Finalize Preparation

    01/08/2022 6:42:56 AM PST · by Bratch · 79 replies
    The Last Refuge ^ | January 7, 2022 | sundance
    We Have Less Than Two Weeks to Finalize PreparationJanuary 7, 2022 | sundance | 716 CommentsI do not know how better to emphasize the points other than to be direct and brutally honest. Sometimes you just have to call the baby ugly. The window to prepare for the incoming crisis of our lifetime is now down to two weeks. Hopefully, that is specific enough.As we have discussed on these pages, the interventionist policies and regulations from the people creating the COVID response (writ large) have been fubar from the beginning. {Go Deep} When they shut down the restaurants and hospitality...
  • Federal watchdog: Trump’s USDA overpaid corn farmers by $3B

    12/22/2021 2:01:27 AM PST · by blueplum · 14 replies
    AP ^ | 21 December 2021 | DAVID PITT
    DES MOINES, Iowa (AP) — The Trump administration overpaid corn farmers by about $3 billion in federal aid in 2019 and farmers in the South were paid more for the same crops than those elsewhere in the country, a federal watchdog agency has found. The Government Accountability Office said in a report released Monday that international disputes resulting from tariffs imposed by President Donald Trump hurt farmers but that the U.S. Department of Agriculture’s county-by-county methodology for computing the extent of damage was flawed, leading to overpayment....
  • Now that Build Back Better looks dead in the water, weird things are coming out of the mouths of Delusional Dems

    12/16/2021 10:08:40 AM PST · by SeekAndFind · 18 replies
    American Thinker ^ | 12/16/2021 | Monica Showalter
    With the price of gas hitting $7 a gallon and a package of Oscar Meyer bacon hitting $9.59 out in California, you can bet inflation is on consumers' minds, and 80% of them know who did it.Big government spending, the kind that requires the Fed to print more money than the economy can handle, is behind it. The U.S. has passed a helluva lot of gargantuan trillion-plus-dollar spending bills for things such as COVID relief, "infrastructure," bailouts of favored industries, stimulus payouts, and more in the last few years and the economy is still struggling to digest it.Inflation, according to...
  • Rabobank: The Surge In Commodity Prices Is Not Led By Bullishness, But By Panic

    10/06/2021 8:37:17 AM PDT · by blam · 5 replies
    Nation And State ^ | 10-6-2021 | Michael Every of Rabobank
    Blessed are the cheese-makers? Bloomberg markets informs me this morning that “inflation, not stagflation” is back. As they put it: stocks went up again yesterday to match bond yields; both energy and broader commodities are spiking; and the US ISM services PMI was firm at 61.9, with prices paid at 77.5. To be honest, that view is similar to the one you get from the back of a large crowd when you can’t actually see or hear the speaker properly: (“Speak up!”) Market were likewise optimistic because Senator “Stonewall” Manchin –who is not the one to focus on, Senator “Bathroom”...