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Commodities

June 30, 2022 By Asi de Silva

Market Tea Leaves for 2H22

As July approaches, let’s read the market tea leaves for 2H2022 and beyond. Over the past few weeks, markets have priced a broader growth scare as commodity equities sold off sharply and Treasuries priced a lower and earlier peak in Fed Funds rate. However, bonds markets were blind to the inflation surge, so why should […]

Filed Under: News, The Dispatch Tagged With: 3AC, Blockfi, bond volatility, buffett indicator, CAPE ratio, Celcius Network, Celsius, Commodities, commodity inflation, crypto winter, earnings estimates, equity valuations, FTX, Gucci, inflation, inventory spike, LooksRare, move index, NFTs, Paypal, profit margins, rents, S&P earnings, SBF, shelter inflation, sticky price inflation, Uniswap, Voyager, wage inflation, yield curve

April 16, 2022 By Asi de Silva

US Housing Market Should Cool

US housing market should cool, due to spiking mortgage rates, but a 2008 type collapse is unlikely. The mortgage market has remained resolutely fixed rate during the current bull market, which underpins our sanguine outlook. Yes, there are signs of excess, but there’s no risk of monthly payment ballooning considering that variable rate funding is […]

Filed Under: Blog, News, The Dispatch Tagged With: Commodities, commodity demand, CryptoPunks, equity positioning, goods consumption, home prices, inflation, mortgage, mortgage rate, NFT collateral, NFT loans, NFTs, US housing, used auto prices, wealth effect

October 9, 2021 By Asi de Silva

Energy Policy and Future Supply Crunch

This week’s focus is energy policy and how it contributes to energy supply crunch. Simply put, we are attempting the clean energy transition by vilifying traditional sources of energy. This is leading to underinvestment that is likely to cause sustained higher prices to consumers. Despite The Dispatch wanting a cleaner, lower carbon future, it has […]

Filed Under: News, The Dispatch Tagged With: Bitcoin El Salvador, BofA crypto research, China crypto ban, China crypto restrictions, Commodities, commodity demand, Compound, CPI, crypto hack, Defi, Energy prices, energy transition, inflation, Money transfers, Tether reserves, Tether risks, used auto prices

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