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Commodities are recovering this morning after yesterday’s heavy sell-off on the back of a surge in the US dollar following Trump’s win Energy – Hurricane Rafael Shuts in Oil Production Oil prices...
After a day dominated by the resounding success of the Republican party, FX markets today return to the more familiar territory of central bank policy meetings. These take place in the US, UK,...
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with our Roaring 2020s scenario. Indeed, it increases the odds that the good times will...
So, Trump won the election as expected. Yesterday also marked the completion of the implied volatility reset that began yesterday, with the VIX 1-Day dropping from around 30 to 15 and the VIX index...
Oil prices have held relatively steady as the market awaits the outcome of the US election. Energy – Middle Distillate Cracks Continue to Firm Oil prices have held relatively steady as markets await...
The US Dollar is the world’s reserve currency and, as such, it garners a lot of attention from traders, investors, and media. Out-sized moves in the US Dollar can lead to moves in all asset classes....
Prior to the last several years, modeling the gold market was relatively straightforward. But a lot has changed in recent history, and so has the mix of factors that are front and center in gold’s...
As the US election approaches tomorrow, history shows little long-term S&P 500 impact from election outcomes, while global economic forces like SNB profits and ChatGPT’s energy demands drive...
Trump vs Harris: Who's Better for Gold, Stocks and US Dollar?
In his 2022 Berkshire Hathaway (NYSE:BRKa) shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against...
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