The Fed might be proven right that inflation is 'transitory,' but after how much damage? Let's get out our Econ 101 books and review.
The real issue is that they don't know and are just hoping that "inflation is transitory".
The market doesn't always behave according to its historical norm but the timing of this oil rally and the extent to which it has become overbought going into the seasonal peak is something to be aware of.
We have new price targets for LNG.
The rally in lumber and PotlatchDeltic is not looking transitory, so here's how to approach the latter.
Is Freeport McMoRan ready to run? Here's a way to know.
Is this the real inflation scare? Let's see what's ahead for energy.
However, the lithium play is speculative, so traders would do well to recognize the risk before acting.
It isn't a coincidence that the copper market is teetering between feast or famine at the same time as the S&P 500.
When growth starts to slow and inflation moves higher - that's the most unfavorable set of conditions. And that's exactly the market's nervousness right now.