bxhorn

bxhorn

The treasury markets have lots of faith in the Fed view that inflation will be transitory and rates will be held low. Bond prices continue to grind higher, ignoring housing prices, increased wages and prices for grains,industrial metals, and even coffee. The end to regulatory pandemic relief, the promised tapering of bond purchases and strong economic indicators...

bxhorn Updated 

Coffee price have fallen into bargain basement levels following recent EU lock-downs. However, Brazilian supply dynamics remain bullish, the Brazilian currency just broke its 6-session losing streak, and the EU will eventually be open for business. So when things seem to be at their worse, now is the time to buy. Best option: buy vertical call spreads. I like...