Commodities, The Fed Dilemma & Emerging Market Stress | Blue Line Futures Macro Corner Episode 4
Posted: June 27, 2022, 1:48 p.m.
What are the implications of this commodities sell-off within the context of structural undersupply, is the Fed handcuffed by debt and what is happening with emerging market debt? In today's podcast, recorded on 6/27/2022, Paul Wankmueller, CMT and Jannis Meindl discuss the current macro circumstances. Alongside today's episode, you can access our free Macro Corner Chart Booklet covering a wealth of data here: Macro Corner Chart Booklet, Episode 4
The booklet comes in addition to Jannis Meindl's weekly macro article Top Things to Watch you can access here: Commodities and Fed Dilemma
Email info@Bluelinefutures.com or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
Timecodes:
0:00 - Disclosure
0:18 - Introduction
1:58 - Fertilizer Price Disinflation
6:14 - Commodities Disinflation Broadly
7:11 - Industrial Metals Sell-Off
7:55 - Copper & China Credit Impulse
10:18 - Chile, Copper & Weaponization Of Commodities
11:56 - End Of Month/Quarter Rebalancing & Energy Markets
13:01 - Fed Dilemma
15:40 - Debt Handcuffing Central Banks
16:58 - US Tax Receipts & Savings
19:54 - Emerging Market Debt
20:42 - Argentina Credit Conditions
21:44 - Exporting Inflation To Emerging Markets
23:54 - BRICS Alliance
24:46 - IMF, China & Emerging Market Debt
26:10 - Closing Thoughts
27:10 - Disclosure
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Email info@Bluelinefutures.com or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!
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