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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 [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!


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 [email protected] or call 312-278-0500 with any questions -- our trade desk is here to help with anything on the board!

Futures trading involves a substantial risk of loss and may not be suitable for all investors. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.

Commodities China Federal Reserve Commodity Supercylce BRICS Emerging Markets Fed Dilemma

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