Inflation Narrative Starting To Shift

Support for Team Transitory has been waning in recent weeks as…
Gas in the tank

Plenty Gas In The Tank For Commodities

Market sentiment seems to have shifted recently from fretting…

A Dovish Surprise Play

Prior to the recent aggressive sell-off in risk assets, the…

Is Bad News Still Good News?

Following last week’s massive non-farm payrolls (NFP) miss,…

A Twist of FAIT

Jackson Hole Fed Chairman Powell’s Jackson Hole speech…

Is Gold Still a Good Inflation Hedge?

Last week was a challenging week for the reflation trade. Commodities…