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 [...]

Morning Summary: If one were to have a drinking game of taking a shot of their favorite beverage every time the name starting with T was mentioned, they would’ve been [...]

Morning Summary: Once again, the first two talking points on CNBC’s financial program Squawk Box Europe Wednesday morning were: 1) The US president said Venezuela would “give” 50 million barrels [...]

Morning Summary: When the first piece of news one hears in the morning is the US president says he wants Greenland, it’s time to put away the coffee and go [...]

Morning Summary: I watched with interest how markets opened Sunday night, given the illegal action by the United States in Venezuela over the weekend. There were two key markets tied [...]

Morning Summary: Happy New Year everyone and welcome to the first trading day of 2026. While the Grains sector remained closed overnight for the holiday, most other sectors in the [...]

Morning Summary: It has been a wild week for the Metals sector of the commodity complex. Recall the major markets saw a meltdown Monday, only to turnaround and storm higher [...]

Morning Summary: Naturally, the first thing I noticed Tuesday morning was the rebound in Metals following Monday’s meltdown by the sector. As of this writing, silver’s Cash Index had rallied [...]

Morning Summary: As I was settling into the office early Monday morning, the last Monday morning of 2025, the host of CNBC’s Worldwide Exchange program Frank Holland asked his guest [...]

*I’m away from the studio this week so there won’t be audio versions of Morning and Afternoon Commentary. Morning Summary: it didn’t take long to see the market of most [...]

*I’m away from the studio this week so there won’t be audio versions of Morning and Afternoon Commentary. Morning Summary: The first thing that jumped out at me pre-dawn Tuesday [...]

*I’m away from the studio this week so there won’t be audio versions of Morning and Afternoon Commentary. Morning Summary: This past weekend saw the passing of the Winter Solstice, [...]

Morning Summary: An initial check of markets pre-dawn Friday, the penultimate Friday morning of 2025, as hard as that is to believe, shows the commodity complex to be quiet, for [...]

Morning Summary: The lead financial story out of Europe Thursday morning was how various countries were leaving interest rates unchanged, with the European Central Bank expected to make the same [...]

Morning Summary: After red has been the fashionable choice of color for the commodity complex for most of December, a look at the Barchart Futures Market Heat Map early Wednesday [...]

Morning Summary: As I ran the traps of the various sectors of the commodity complex early Tuesday morning, the common theme was markets were in the red. This despite continue [...]

Morning Summary: Watching CNBC’s Squawk Box Europe early Monday morning and two things stood out to me about the week, and year ahead. First, one of the interviews was with [...]

Morning Summary: I’m talking to the older folks in the crowd, those who have been in the business, whatever it might be, who, like me, are watching the evolution of [...]

Morning Summary: As we await dawn’s early light the morning after Fed Wednesday, we have a moment to take a look at some of the ripple effects of the latest [...]

Morning Summary: Later today, Wednesday, December 10, we will listen in as US Fed Chairman Powell announces a 25-basis point rate cut. This will lower the existing range from 3.75% [...]

Morning Summary: The process of putting together Morning Commentary follows a familiar path: I start by running the traps of the various sectors of the commodity complex, starting with Currencies [...]

Morning Summary: For those who view reports and announcements from the government, any government, as manna from heaven, their baskets will run over this week. I’ve posted this week’s schedule [...]

Morning Summary: Does anyone remember Venezuela? It was less than a week ago when the US president was rattling his saber, threatening to sick Secretary of “War” Hegseth on the [...]

Morning Summary: For many years now, the US labor market has been the cornerstone of what was perceived to be a stubbornly bullish “economy”[i]. Strong consumer demand, based on the [...]

Morning Summary: It is early Wednesday morning, meaning the next interest rate announcement from the US Federal Open Market Committee is a week away as its December meeting concludes on [...]