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Commodities had a sharp pullback in the month of June. The industrial metals sector led the decline, falling 14% in the month of June. Near-term markets are adjusting to slower global growth expectations and fears over the demand outlook. Commodities took a dip in June, ...
As companies adjust to inflation, rising interest rates, and a likely economic slowdown, investors are struggling to compute future earnings and the impact on stock valuations. Broadening the sources of stability can help diversify risk and return potential. Geopolitical risk and ...
Natural gas is in a bull market. The reality is that even with the loss in LNG exports, the US gas market remains tight. Lower 48 production has consistently disappointed to the downside this year, leaving the market vulnerable to price spikes this coming winter. By next year,...
This year has been one for the record books. Inflation is at a level last seen in 1982, the S&P 500 return this year is its worst start to a year since 1970, and it is the worst start for the Dow Jones Industrial Average Index since 1962. Investors had few areas to invest in that ...
The S&P 500 remains above the 3,810 May 20th low print and the June 17th low print of 3,636.87. Crude oil has not made a new high since March ’22, copper has fallen sharply as have many of the grain and other commodity prices. The sentiment is horrible around both stock...
The core rate of U.S. inflation on both the consumer and wholesale level has been steadily declining since March. In light of the Supreme Court’s recent decision to curb the EPA’s power, the SEC’s new climate disclosures are expected to be aggressively challenged ...
June saw us hit what I call the “growth concern phase” of this tightening cycle. As equities declined, credit spreads widened and global yields rose in the first half of the year, it was only a matter of time until conditions tightened enough to slow growth to the point ...
When thinking about oil and gas prices, think in terms of time, not just in price. Consensus analysts are probably aiming too low with their long-run oil and gas price forecasts. A look at the drivers of major oil and gas bull markets. There's a ton of focus in financial...
How could Buffett be buying Occidental, an oil stock, amid a waterfall decline in the commodity? Everybody knows the greening of the world spells doom for fossil fuels, or does it? Former oil company bad behavior changes in the fight for self-preservation. This is a big ...
The “forward 4-quarter” estimate for the S&P 500 has slid sequentially for the last two-three weeks falling to $240.83 from $241.70 two weeks ago. The airline stocks, which have never been owned in any size in the last 20 years – with the occasional trade made...