What commodity markets tell us about recession
Commodity prices are an indicator of times to come. Over the past year, metals and energy prices have taken a knock. If you observe the recent trend, it is even…
Commodity prices are an indicator of times to come. Over the past year, metals and energy prices have taken a knock. If you observe the recent trend, it is even…
There emanates from superlatives a destructive force. Elias Canetti, a Nobel laureate for literature, probably said that in the context of the second world war. In financial markets, a lot…
Led by the US, most global markets started to get the early quiver as Bond Yields rose to lead to the strengthening of the Dollar and as the commodity cycle continues to put pressure on the upside. With US Bond yields breaching the crucial 1.6% mark, Equities got into a Risk-off as global allocations became less attractive. Rising bond yields is inversely correlated to its prices impacting the risk premium enjoyed by Equities during these cycles
(more…)