From the Desk of Ian Culley @IanCulley

Commodities are in the early innings of a secular bull run.

The list of raw materials hitting all-time highs since 2020 includes Gold, Copper, Wheat, Soybean Oil, Cattle,  Orange Juice,...

From the Desk of Ian Culley @IanCulley

The Fed abides.

Three rate cuts remain the base case for 2024. Everyone had this scenario penciled in, including the bond market.

The...

From the Desk of Ian Culley @IanCulley

Currency markets refuse to choose a direction.

Up, down, or sideways: None appeal to the major US dollar pairs.

Meanwhile, the US Dollar Index $DXY is catching toward the upper...

From the Desk of Ian Culley @IanCulley

Metals are working.

Gold is printing new all-time highs....

From the Desk of Ian Culley @IanCulley

Gold is outshining the dollar.

The...

From the Desk of Ian Culley @IanCulley

Gold is up for the sixth day in a row – and it looks like this week’s breakout might be the real deal.

If it is — and gold...

From the Desk of Ian Culley @IanCulley

A risk-on revival has captivated the markets.

Investors are rising to their feet…

They’re buying stocks...

From the Desk of Ian Culley @IanCulley

Stocks only go up.

Bitcoin is screaming its way back to the former all-time highs. Crude is printing multi-month highs. Even gold is breaking out to new all-time highs after going...

From the Desk of Ian Culley @IanCulley

US Treasuries are taking a back seat to risk assets.

Bond market volatility is declining. Credit spreads are...

From the Desk of Ian Culley @IanCulley

What happened to those everyday commodity contracts the average investor follows?

I’m talking about crude oil,...

From the Desk of Ian Culley @IanCulley

What started out as a bearish reversal in the dollar-yen is beginning to look more like a bullish continuation pattern.

From the Desk of Ian Culley @IanCulley

Commodities are making moves.

Cotton is forming a bull flag following last week’s breakout. Coffee futures are...

From the Desk of Ian Culley @IanCulley

Fed Chair Jerome Powell continues to rule the markets with an iron fist, mercilessly punishing any who doubt his supreme will. 

Or maybe I should stop daydreaming at my desk. 

...

From the Desk of Ian Culley @IanCulley

Commodity currencies are edging higher.

But given the preceding dollar rally, significant breakout...

From the Desk of Ian Culley @IanCulley

Naming a newborn is tough.

Who is this tiny person? And who will they aspire to be?

These are impossible questions to answer.

As you can imagine, the wifey and I were...

From the Desk of Ian Culley @IanCulley

"Can’t Stop, Won’t Stop."

Bloomberg Businessweek plastered that message across its cover in...