We find ourselves at the end of Q2 and about to "officially" enter a recession. They are a little late to the party... How fast is the inflation scare and taper talk going to turn back into recession and even more QE? Pretty quick. — Ansel Lindner (@AnselLindner) July 20, 2021
Macro update of currencies, the dollar and euro, commodities, oil, gas prices, CPI and monthly CPI.
In this post: Bretton Woods III theory, Ukraine situation, Globalism vs Populism ft. Le Pen.
In this post: Ukraine situation, Oil and natural gas prices, Oil production rising, Fertilizer cost, US yield curve, Dollar (DXY), and Shipping costs
In this post: Ukraine situation and Europe, Oil and natural gas, Dollar, Eurodollar futures inversion
In this post, I examine oil and natural gas prices, show the energy crisis in charts, discuss the dollar, and global shipping container rates.
In this post I go over the emerging energy crisis in detail, comparing European prices to US prices and the state of production. Then I discuss the dollar and gold.