Blog
14 May 2022
Soybean oil is one of the commodities most affected by the war in Ukraine. I have explained why in other analyses. Ukraine and Russia account for 80% of sunflower oil exports, which, with the closure of David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
27 April 2022
We are human beings and as such we are imperfect; it can happen to stray from the trading plan. Fortunately, the markets can get us back on the right track with lessons like the one I received and David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
22 April 2022
The greatest stimulus to publish analyses comes from you who write to me. This time it is Fabio’s turn with one of the spreads in my book “Best seasonal spreads for 2022/2023”: ZSU22-2*ZSX22+ZSF23 David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
10 April 2022
Today I take some questions I received as a starting point to take stock of situation in currencies. After a few years of low volatility and zero or near-zero rates, with the pandemic, inflation started to rise due to David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
3 April 2022
The 2-year Treasury yield is now higher than the 10-year Treasury yield. This situation is not common; it has happened on only seven occasions since 1976 (in 46 years) and has always preceded a recession David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
24 March 2022
It is very rare in my trading life that I have bought or sold a spread that was not constructed with commodity futures. However, it may happen that certain situations also lead to the consideration of David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.