Futures Archive

Investors Plan to Go Overweight Commodities, Credit Suisse Says

[Skip to the end] Turning into a stampede? People want it. They are scared of the fed ‘printing money’ even in the face of obvious excess capacity? Watch for storage costs to go up/contangos where there is not a monopolist setting price? Good market for producers who sell forward, getting paid by ...Read More

Saudi/Fed teamwork

Looks like markets are still trading with the assumption that as the Saudis/Russians hike prices the Fed will accommodate with rate cut. That’s a pretty good incentive for more Saudi/Russian oil price hikes, as if they needed any! Likewise, the US is a large exporter of grains and foods. Those prices are ...Read More