Post-COP27, Carbon Markets Turn Focus to Pricing
[ad_1] After the UN climate meeting in Egypt, carbon market participants look to establish a pricing benchmark similar to those present in other key commodities Carbon offset…
A Transition from Change to Adaptation
[ad_1] AT A GLANCE Equities have repriced to adapt to both higher bond yields and the possibility of a recession Bond yields are in new territory and…
Can the Economy Weather the Storm of Rising Rates and Rising Debt Levels?
[ad_1] AT A GLANCE U.S. debt levels are more than twice as high today as they were during the economy of the late 1970s and early 1980s …
The Mortgage-Backed Securities Market Faces New Challenges
[ad_1] AT A GLANCE After adding $1.3 trillion in MBS over the last five years, banks slashed their holdings by roughly $100 billion as of November 2022 …
Are Markets Positioned for a Shift in Sentiment?
[ad_1] Markets appear extremely concerned about the possibility of a U.S. recession. In the fixed- income markets, an inverted yield curve, with short-term rates exceeding long-term yields, has been a…
The Global Appetite for U.S. Pork Shows No Signs of Retreat
[ad_1] AT A GLANCE Over the last decade, an average of 23% of U.S. pork is exported, compared to 11% for beef Mexico has emerged as the…
Markets and Fed, A Bit ‘Out of Sync’
[ad_1] AT A GLANCE In November, markets responded in the opposite direction of Fed guidance by taking longer-term rate expectations lower, not higher The U.S. Treasury yield…
Aluminum’s Booms and Busts: Is More Volatility Ahead?
[ad_1] AT A GLANCE With growing use in the energy and auto sector, aluminum sales could hit $238 billion by 2028, according to estimates, up from $142 billion in…
Palm Oil Monthly Update – November 2022 – CME Group
[ad_1] Between April 1995 and August 1998, the yen (JPY) fell by nearly 50% versus the U.S. dollar (USD). It then reversed course, gradually at first, and then suddenly. In…
Three Factors Underpinning 2022 Grain Volatility
[ad_1] Some indications suggest that high volatility is the new normal for grains The volatility of 2022 has disrupted the historic correlation between Chicago and Kansas City…
The Rise of Emerging Markets in Asia
[ad_1] AT A GLANCE As the developed world faces a slowdown, emerging Asian economies are expected to grow at twice the rate of the United States in 2022 …
Piecing Together the Jobs Jigsaw Puzzle
[ad_1] AT A GLANCE The U.S. Bureau of Labor Statistics will release its November Employment Situation Summary, or Jobs Report, on Dec. 2 The Dec. 2 Jobs…
How China’s Economic Outlook Can Influence Oil Markets
[ad_1] AT A GLANCE China is the world’s second-largest economy and the biggest crude importer Earlier in 2022, crude oil was in backwardation In November, the…
Pressure on Metals as Energy Transition Ramps Up
[ad_1] AT A GLANCE Electric vehicle sales projections pose challenges for copper supply, with a 10 million metric ton deficit possible by 2035, according to estimates China…
What 2022 Taught Us About Equity Market Sectors
[ad_1] AT A GLANCE In 2022, equity markets experienced multiple, competing forces that created an inordinate amount of uncertainty resulting in significant divergence in performance amongst equity sectors …
What BOJ Ending Yield-Curve Control Could Mean for Global Bonds and Japanese Equities
[ad_1] Between April 1995 and August 1998, the yen (JPY) fell by nearly 50% versus the U.S. dollar (USD). It then reversed course, gradually at first, and then suddenly. In…
Why Are Markets Chasing “Pivot Talk”?
[ad_1] AT A GLANCE U.S. CPI inflation has moderated from 9.1% in June to 7.7% in October The labor market remains very tight, with average hourly earnings…
Companies Turning to Futures to Meet Carbon Reduction Goals
[ad_1] AT A GLANCE Energy firm U.S. Venture taps the carbon futures market to hedge forecasted emissions for clients, as well as securing carbon credits for their own needs…
Rising Thanksgiving Commodity Costs Gobbling Up Wallets
[ad_1] AT A GLANCE The estimated cost of a Thanksgiving meal is 20% higher than a year ago Supply chain issues, cases of avian flu and rising…
Are 2% Rates the New Zero?
[ad_1] AT A GLANCE After each economic disruption from 1982 through 2020, the Fed has taken federal funds to a lower low The housing market and equities…
Diverging Sentiments in Wheat Vs. Corn and Soybeans
[ad_1] AT-A-GLANCE Wheat futures are in contango whereas corn & soy futures are flat or in backwardation Implied volatility (CVOL) for wheat is 2x as high as CVOL…
A Wider View on Volatility: Why Traders Increasingly Seek Insights Via CVOL Indexes
[ad_1] There’s no longer such a thing as a “one-size-fits-all” volatility measure (if there ever was), and the extreme market circumstances of the past two years underscored that point for…
How Pork Producers Are Managing Risks Amid Rising Costs
[ad_1] AT A GLANCE Feed and labor costs continue to rise, and many in the pork industry are turning to lean hog or pork cutout futures to…
Australia: As Rates Rise, Focus Shifts to Real Estate Sector
[ad_1] In many respects Australia’s economy resembles those of its peers in North America and Europe. Since the pandemic began, unemployment rates have plunged to record lows and inflation has…
The Unsettled State of Oil Markets
[ad_1] This fall, markets for crude oil and its products have found themselves mired in extraordinarily strong crosscurrents, from cuts to production from major producers to uncertainty over global demand…