À PROPOS DE CET ÉPISODE
The Federal Reserve held rates again this week — and it was the press conference, not the decision, that moved markets, driving long-term Treasury yields to their highest since 2007. Halfway around the world, Japan stepped into the currency market to rescue the yen from a forty-year low, and the Bank of Japan held the line hours later. And with crude back above eighty dollars, the Middle East keeps simmering under all of it.
Anglais
États-Unis
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de Commodity Compass Weekly.
AUTRES ÉPISODES DANS CE PODCAST
The dominant force on the board this week didn't come from a commodity market at all — it came from the AI trade, and the doubt that suddenly crept into it.
On Tuesday, a wave of selling hit the semiconductor and memory names that have led this market all year. Micron fell double digits, Marvell, S…
This week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the Hormuz crisis, published a detailed walkthrough of the MOU text on Thursday night.According to a diplomat from one of the m…
Friday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no reason to move toward rate cuts. The reaction was immediate: yields rose sharply, the dollar strengthened, and equity and c…
Kevin Warsh held his first press conference as Chair of the Federal Reserve, and he used the debut to push back against the market's expectation of summer rate cuts. The read coming out of that room was unmistakably hawkish — a Fed in no hurry to ease, signaling that it intends to keep policy tight…
This week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the mostsignificant single-week oil price decline since this crisis began — WTI broke below one hundred dollars for the first ti…
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