RJI News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Total Return Structured Product From 07/07/22

The 'inflation trades', which were so hysterical to the upside in the spring have been hammered to a buying opportunity now, as the "last inflated man standing" (energy) has cracked. Oversold and generally at support, the commodity complex is preparing to bounce at least and rally har...

Yesterday, commodity prices crashed as speculators feared demand destruction due to rising recessionary risks. Although the reasoning for the selloff is certainly not positive for the broader economy, investors breathed a sigh of relief as one of the major economic/market headwinds ea...

The revised long-term outlook projects an annualized return of 4.9%. The current risk premium forecast for GMI suggests that multi-asset-class strategies overall will generate lower returns relative to results posted in recent years. Combining forecasts via several models may prov...

If higher prices, which have now broadened, are allowed to persist, they can become sticky. A wage-price spiral, where rising wages beget rising prices, which cause further pressure on wages, certainly could allow inflation to be a challenge for longer than expected. In general, tradi...

Commodities prices have spiked as demand from the restart clashed with tightening supply. We see the war and net-zero transition keeping prices high. U.S. and euro area inflation data last week showed still-persistent inflation. Stocks and bond yields fell as markets priced more risk ...

We left a stimulated expansion and rising US stock market for a contracting “bear market” and likely economic recession. The stock market performed its traditional function by discounting the future and falling before an economic contraction began. Over the last two week...

This year is shaping up to be historic in terms of real asset performance, according to BofA Securities. In his weekly Flow Show note, strategist Michael Hartnett wrote Friday that in real terms, government bonds ( TBT ) ( TLT ) ( SHY ) are on course for their worst perf...

Data released in June showed that annual headline CPI inflation - previously thought to be cooling - had touched a new 40-year high. Substantial rate hikes are possible as the Fed remains focused on stabilizing prices; however, in the process, a recession may become unavoidable. W...

Commodities (used in the production of goods) are considered a leading indicator of inflation. Recessions are a normal corrective phase of the economic cycle, but politicians, central banks, most financial advisors, and economists never see them coming. Central bank policies can h...

Industrial metals have come under pressure with global recession prospects increasing. The divergence between metals and energy prices indicates further downside to come for energy. Key headwinds for the global economy have been realized through declining demand for metals, now en...