Commodities Hit Hard in June as demonstrated by the graph to the right – GSCI Energies fell -6.6% last month, with Grains -12.8% and Industrial Metals -13.8%.  Pundits blamed macro traders / asset allocators from shifting their fears from supply disruption to demand destruction, expecting that higher interest rates will…

COVID-19   US Case Count Upticked to 116k as the seven-day average rose in June per the CDC with seven-day average US deaths falling to 273.  Per Walgreens’s COVID-19 tracker (click here for the link) below, Omicron still infected a higher proportion of those that had received shots versus those…

During the month of June, there was only 1 sector that was positive and that was Livestock coming in at +3.97%. The bottom 3 sectors were: crypto (-41.13%), energies (-10.93%) and indices (-7.91%). Without question it was a difficult month for most commodities. With the Fed’s main focus on controlling…

During the month of May, the top 3 performing sectors were: energies (+4.26%), livestock (+1.71%), and currencies (+1.26%). The bottom 3 sectors were: softs (-7.20%), metals (-4.59%) and grains (-2.24%). The first few weeks of the month saw continued sell off in the equity markets, as volatility continued from the…