With Trump touting a trade deal and more liquidity being pumped in by global central banks, this is a good time for equities, commodities and risk assets.
Inflation will be a big theme for 2020 and commodities will benefit the most -- especially copper and iron-ore.
And we could be in the middle of the perfect storm for oil markets, where prices can rise aggressively through the first quarter.
A look at the the Baltic Dry Index, the prices of corn and soy, and other data give a clear picture of what's going on during this 'phoney' war.
Traders and investors need to stop reacting to Trade War headlines and company outlooks as they are representative of the past and entirely useless.
Retail traders are generally surprised to learn that natural gas prices tend to soften in November and December.
At a time when OPEC is bent on keeping their cuts in place and U.S. shale might start to produce less and less, we could be entering an era of higher oil prices.
Demand is something that cannot be forecast as a science. One has to take a view of the economic cycle and make a call.
Buyers of the exchange operator's shares have been aggressive over the last few months.
We tend to favor a strategy of getting bullish on large dips, but not getting greedy on the rips.