Latest Updates to Market Opinions & Analysis
Canadian Dollar Speculator Bets up strongly for 2nd week as CAD price gains for 4th week - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: Soybean Oil, Wheat & Ultra 10-Year Bonds lead Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday April… ...
Why the CRB Index May Be Signaling the Next Commodity Move - Source: John Newell (4/30/26) John Newell of John Newell & Associates takes a look at the CRB Index and reviews companies on the index he believes might be positioned for… ...
What’s in the price of a gallon of gas? - By Robert I. Harris, Georgia Institute of Technology The U.S. Energy Information Administration expects nationwide retail gasoline prices to average near US$4.30 a gallon for April 2026 – the highest… ...
You probably wouldn’t notice if an AI chatbot slipped ads into its responses - By Brian Jay Tang, University of Michigan and Kang G. Shin, University of Michigan Hundreds of millions of people consult artificial intelligence chatbots on a daily basis for everything from… ...
How personal finance advice is getting political, thanks to ‘finfluencers’ - By Maximilian Brichta, University of Virginia Once seen as often dry and sometimes intimidating, personal finance advice is a far cry from what it was in your grandparents’ day. It’s… ...
The World’s Most Underrated Investment Frontier - Source: Stephen McBride (4/27/26) Stephen McBride of RiskHedge shares what he believes is one of the most criminally underrated investments today. RiskHedge publisher Dan Steinhart and I just got back… ...- Large Currency Speculators raised their Canadian Dollar & Euro Bets - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: SoyOil, SoyMeal, 2-Year & Bloomberg Index lead Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday April… ...- Week Ahead: Rate-Setters Take Centre Stage! - By ForexTime BoJ, BoC, BoJ, Fed, ECB and BoE seen leaving rates unchanged Quarterly outlook & press conferences may provide critical insight Central banks are likely to remain hawkish on… ...
Data centers don’t have to be a burden on local communities – and can even support them by generating power and repurposing waste heat - By Gregor Henze, University of Colorado Boulder and Sean Shaheen, University of Colorado Boulder Many consumers – and state policymakers and even utility companies – are worried about the possibility… ...
US government ramps up mass surveillance with help of AI tech, data brokers – and your apps and devices - By Anne Toomey McKenna, Penn State On a Saturday morning, you head to the hardware store. Your neighbors’ Ring cameras film your walk to the car. Your car’s sensors, cameras… ...
Signs of economic instability emerge in Oakland County, one of Michigan’s wealthiest - By Grigoris Argeros, Eastern Michigan University and Jordyn Gerwig, Eastern Michigan University Oakland County, home to nearly 1.3 million residents, ranks among Michigan’s wealthiest counties. But that description does not… ...
Week Ahead: NAS100 faces triple risk cocktail - By ForexTime NAS100 ↑ 11% MTD, recently touching ATH Tesla ↑ 5% MTD ahead of earnings on Tuesday 22nd April US-Iran two-week ceasefire deadline expires April 21 US retail sales… ...- Industries most exposed to AI are not only seeing productivity gains but jobs and wage growth too - By Christos Makridis, Arizona State University; Institute for Humane Studies Forecasts of the impact of artificial intelligence range from the apocalyptic to the utopian. An October 2025 report from Senate… ...
- Large Currency Speculators Drop Euro Bets into Bearish Territory - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is… ...
Speculator Extremes: Soybean Oil, Bitcoin & AUD lead weekly Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday April… ...
Water conservation works, but climate change is outpacing it: Phoenix, Denver and Las Vegas offer a glimpse of the future - By Renee Obringer, Penn State and Dave White, Arizona State University When a drought turns into an urban water crisis, a city’s first step is often to limit lawn watering… ...
Why the Persian Gulf has more oil and gas than anywhere else on Earth - By Scott L. Montgomery, University of Washington It has been said that Persian Gulf countries are both blessed and cursed by their vast oil and gas reserves. Geologic forces over millions… ...
Hormuz closure threatens the global food supply – why grocery price hikes are coming - By Aya S. Chacar, Florida International University The global energy crisis caused by the closure of the Strait of Hormuz is only the beginning of the economic cost of the… ...
Large Currency Speculators sharply add to Canadian Dollar Bearish Bets - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: AUD, Soybean Oil, Bitcoin & Bloomberg Index lead weekly Bullish Bets - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday March… ...
War in the Middle East made the case for renewables – what’s happening in each country tells a harder story - By Ezgi Canpolat, Harvard University The oil-dependent world is in crisis. Ship traffic in the Strait of Hormuz – through which more than a quarter of global seaborne oil trade… ...
A Major Currency Event is Unfolding - Source: Barry Dawes (3/31/26) With Operation Epic Fury still on everyone's minds, Barry Dawes of Martin Place Securities shares his thoughts on the market and where currencies are headed. Epic… ...- From youth bulges to graying societies: The demographic dynamics that are upending the world - By John Rennie Short, University of Maryland, Baltimore County Government-shaking protests in Bangladesh, Iran, Nepal and Sri Lanka – to name a few – have all in recent years been… ...
How polling failures, gambling legalization and political gridlock paved the way for the explosive rise of prediction markets - By Parker Bach, University of North Carolina at Chapel Hill Though prediction markets have been legal in the U.S. for less than 18 months, they can’t stop making news and… ...- Euro Large Speculator Bets dropped to 55-Week Low - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: AUD, Steel & Soybean Oil lead weekly Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday March… ...- Two verdicts in two days: How American courts are rewriting the rules for Big Tech and children - By Carolina Rossini, UMass Amherst Within 48 hours, the legal landscape governing social media and children shifted in ways that will take years to fully understand and verify. On March 24,… ...
- Why shadow tankers are the only ships still moving through the Strait of Hormuz - By Charles Edward Gehrke, US Naval War College The Strait of Hormuz is effectively closed. Since the beginning of the conflict involving the United States, Israel and Iran on Feb.… ...
- Currency Speculators sharply drop Euro, CAD bets while boosting GBP, CHF & AUD - By InvestMacro | COT | Data Tables | COT Leaders | Downloads | COT Newsletter Here are the latest charts and statistics for the Commitment of Traders (COT) data published… ...
Speculator Extremes: Australian Dollar, Steel & Soybean Oil lead Bullish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on Tuesday March… ...
Targeting of energy facilities turned Iran war into worst‑case scenario for Gulf states - By Kristian Coates Ulrichsen, Rice University The U.S.-Israeli military campaign against Iran took a dangerous turn on March 18, 2026, with tit-for-tat strikes on critical energy infrastructure that amount to… ...- Oil price volatility intensifies as conflict deepens - By ForexTime Risk aversion grips global stock markets Brent crude hovers around triple digits amid supply shocks Gold pressured by stronger dollar and inflation fears RBA raises rates for second… ...
- Week Ahead: Central Bank Bonanza! - By ForexTime RBA expected to HIKE interest rates BoC, Fed, BoJ, BoE, ECB, SNB and Riks seen leaving rates unchanged Central banks may express caution conflict-induced inflation shocks AUD expected… ...
Oil isn’t just fuel: Iran conflict could disrupt markets for everything from plastics to fertilizers - By André O. Hudson, Rochester Institute of Technology Tensions in the Middle East often trigger concerns about rising gasoline prices. But disruptions to oil supplies could affect much more than… ...
Mining the ocean floor: 5 deep‑sea sources of critical minerals essential to technology, and the fragile marine life at risk - By Leonardo Macelloni, University of Mississippi You may be hearing a lot lately about critical minerals and rare earth elements. These natural materials are essential to industry and modern technology… ...
War in Middle East brings uncertainty and higher energy costs to already weakening US economy - By Michael Klein, Tufts University The “fog of war” refers to confusion and uncertainty on the battlefield and the attendant possibility of fatal error. This principle has a parallel when… ...
Currency Speculator Positions see AUD, BRL Bets rise. Yen, Euro Bets drop - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is updated… ...
Speculator Extremes: AUD, CAD, Steel, Natural Gas, Cocoa & Sugar lead Bullish & Bearish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on March 3rd.… ...- Week Ahead: Dollar set to tighten grip on FX throne? - By ForexTime FXTM’s USDInd ↑ 2% MTD Dollar best performing G10 currency MTD Geopolitical risk + US CPI combo = fresh volatility? Over past year US CPI decision triggered moves… ...
What oil, stocks and bonds are telling us about the Iran conflict and how long it might last - By Daniele D'Alvia, Queen Mary University of London When a conflict escalates, financial markets respond within minutes. That reaction is not just panic or speculation – it is a kind… ...- Geopolitical Distraction - Opinion -- Source: Michael Ballanger (3/2/26) Michael Ballanger of GGM Advisory Inc. shares his view of current moves in geopolitics and the stock market. He also looks at one copper… ...
The oil price surge is just one symptom of a supply chain network that is not fit for this age of global tensions - By Maryam Lotfi, Cardiff University The escalating conflict between Iran, the US and Israel has taken a critical turn. The strait of Hormuz – one of the most important shipping… ...- Strait of Hormuz: if the Iran conflict shuts world’s most important oil chokepoint, global economic chaos could follow - By Sarah Schiffling, Hanken School of Economics The reported sinking of several Iranian warships by US missiles in the Gulf of Oman serves as a reminder of the maritime aspect… ...
- Currency Speculators push Aussie Bets Higher, Euro & GBP Bets fall this week - By InvestMacro Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC). The latest COT data is… ...
Speculator Extremes: AUD, CAD, Natural Gas & Sugar lead Bullish & Bearish Positions - By InvestMacro The latest update for the weekly Commitment of Traders (COT) report was released by the Commodity Futures Trading Commission (CFTC) on Friday for data ending on February 24th.… ...
How natural hydrogen, hiding deep in the Earth, could serve as a new energy source - By Promise Longe, University of Kansas In the search for more, new and cleaner sources of energy, a largely untapped resource is emerging: natural hydrogen. Unlike hydrogen produced from industrial… ...
Week In Review: Nvidia fails to dazzle, Bitcoin hits $70k - By ForexTime Nvidia ↓ over 5% post earnings AI giant delivers 73% surge in Q4 revenue Foreign leaders on standby after Supreme Court ruling Bitcoin touches $70,000 Dollar set for… ...
Uranium Is Now a Critical Mineral, and This Co. Is On a Fast Track to US Production - Source: Streetwise Reports (2/9/26) The U.S. introduces new initiatives aimed at forming a preferential trade bloc for critical minerals like uranium. This company is on a literal fast-track for its… ...
