Commodity

28 January 2023

Analysis of corn and some calendar spreads

I take my cue from several e-mails I have received concerning some corn calendar spreads, especially ZCK23-ZCN23 and ZCN23-ZCZ23, to make an analysis. The calendar spreads on corn are going up, some David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
18 December 2022

A natural gas spread to be monitored

Natural gas has been the protagonist of 2022 with a sharp rise in price following the outbreak of war in Ukraine. Even though the price is now far from the highs reached in August, the David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
28 September 2022

The king of coffee

On 9 September, I opened my own Instagram account. The first photo I posted was about a coffee spread, more precisely the Seasonality Stacked of the KCZ22-KCN23 spread, with an invitation to complete the David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
14 May 2022

A less risky way to trade soybean oil

Soybean oil is one of the commodities most affected by the war in Ukraine. I have explained why in other analyses. Ukraine and Russia account for 80% of sunflower oil exports, which, with the closure of David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
22 April 2022

An idea to trade soybean

The greatest stimulus to publish analyses comes from you who write to me. This time it is Fabio’s turn with one of the spreads in my book “Best seasonal spreads for 2022/2023”: ZSU22-2*ZSX22+ZSF23 David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.
3 April 2022

And recession will be. The best trade of 2022

The 2-year Treasury yield is now higher than the 10-year Treasury yield. This situation is not common; it has happened on only seven occasions since 1976 (in 46 years) and has always preceded a recession David CarliI am a macroeconomic and financial analyst with over 30 years’ experience, including two years as a fund manager. I specialise in currencies and commodities, and I am the author of several successful books on trading, macroeconomics, and financial markets.