Macro Point Of View

The Illusion of Liquidity: Why the Crude Market is Mispricing the Iran War

The global energy market is riding a wave of euphoria following the June 3 Beirut-Jerusalem ceasefire announcement. But behind the

If you’ve been watching the commodities space lately, you know we are hitting a massive inflection point. Industrial metals are

The Geopolitical Premium Wall Street is Ignoring The global oil market is currently trading on pure, unadulterated hope. Despite US

The global macroeconomic landscape is moving at a breakneck pace, driven by a volatile mix of geopolitical friction, extreme weather,

Every week, I dive deep into the plumbing of global energy markets to figure out where the macro economy is

The war in the Gulf is at a turning point, but the markets are dangerously optimistic. While many hope for

The global commodity markets are flashing a massive red warning sign, and it’s hiding in plain sight within the sugar

The latest USDA report just dropped, and the numbers for wheat and corn are sent a shockwave through the pits.

As President Trump begins his summit in China, the world watches to see if Beijing can broker a “peace with

I’ve just released a deep dive on Substack into the converging crises hitting the energy and commodity sectors this week.