Morning Summary: With another US 3-day holiday weekend fast approaching, let’s use the various markets and sectors of the commodity complex to set our movie watching schedule. The first movie [...]

Morning Summary: Some days are easier than others. This morning, whilst the coffee was brewing, I ran the traps of the markets in the various sectors of the commodity complex, [...]

Morning Summary: Tuesday morning. Still what could be considered early February. The shortest month of the year already seems long. And the Grains sector deals with another USDA WASDE report. [...]

Morning Summary: There has long been a discussion in the United States to make the day after it’s professional football[i] championship game known as the “Super Bowl” is played a [...]

Morning Summary: Early Friday morning finds mixed results for the commodity complex, not a huge surprise given the volatility seen so far this week. As I ran the traps of [...]

Morning Summary: Was I surprised by what I saw on the Barchart Futures Market Heat Map early Thursday morning? Not really. The Grains sector led the commodity complex higher, with [...]

Morning Summary: The Metals sector was in the spotlight again overnight through early Wednesday morning as last Friday’s meltdown continues to look more like a Vacuum Trade rather than a [...]

Morning Summary: Yes, Groundhog Day was Monday, but like the 1993 movie of the same name we seem to be stuck in time with the same day playing endlessly on [...]

Morning Summary: There is a red glow coming from the commodity complex as February, the Dog Days of Winter (Summer in South America) gets under way. A look at the [...]

Morning Summary: We’ve reached another Friday, this one bringing to an end the week, naturally, but also, somehow, the end of the first month of 2026. However, like those drug [...]

Morning Summary: It was another incredible overnight session for the Metals sector as Gold, Silver, and Copper all hit new record highs through early Thursday morning. Meanwhile, the sector was [...]

Morning Summary: Later today, 13:00 (CT), US Fed Chairman Powell will announce the latest Federal Open Market Committee decision on the Fed fund rate. As I talked about earlier this [...]

Morning Summary: The latest US Federal Open Market Committee meeting gets under way Tuesday, culminating with an announcement on interest rates Wednesday afternoon (13:00 CT). A look at the Fed [...]

Morning Summary: Another weekend brought another round of tariff threats from the US president. At some point late Saturday, a fund manager I visit with on occasion sent me a [...]

Morning Summary: I was going to start today’s Morning Commentary with a joke asking if the Weather Channel had a name for the winter storm that is getting cranked up [...]

Morning Summary: No sooner had I posted Wednesday’s Afternoon Commentary and climbed the stairs out of the basement office, I received the news that the US president had done it [...]

Morning Summary: It’s another paradoxical day. What I mean by this is markets continue to be driven by expected chaos, though the definition of chaos is “a condition or place [...]

Morning Summary: As the financial elite gather in Davos, Switzerland this week for the latest World Economic Forum, the war of words between the US president and his country’s European [...]

Morning Summary: Yes, a number of market sectors are closed Monday, but there are some that are up and running – literally. Martin Luther King, Jr. Day is a US [...]

Morning Summary: Much of the pre-dawn Friday market discussion had to do with words starting with “In”. Leading off was the nearly unanimous backing of US Fed Chairman Powell by [...]

Morning Summary: Steve Sedgwick, host of CNBC’s Squawk Box Europe, started today’s segment by saying he had to read the “nuttiest headline”: Denmark and its allies send troops to Greenland. [...]

Morning Summary: The phrase of the day would seem to be “Resource Nationalism”. As I checked the pre-dawn news, this term was used a number of times as an answer [...]

Morning Summary: As I watched financial news early Tuesday morning, there was something missing. Day after day there has been something dramatic attached to – well, you know who. But [...]

Morning Summary: I wanted to write about something different this morning, this week, but alas, it isn’t to be. The first thing I saw on CNBC’s Squawk Box Europe program [...]

Morning Summary: The common theme of Friday morning’s market discussion[i] was to focus on the macro despite the “advice” from many telling us to pay attention to the individual distractions [...]