Commodities: Global   The April OPEC+ Virtual Meeting had the usual high drama as Mexico almost scuttled the deal, but the US weighed in to offer up some of its production in lieu. Even a chastised Russia ponied up over 20% of its production to make the deal happen.  In…

COVID-19   A Month Later, the economic damage is looking more real with the case count growth moderating globally (though still strong increases in some countries such as Brazil). As such, most governments are looking at the China and Swedish decisions and experience and thus seeking to gradually expand economic…

During the month of April, we saw a rebalancing of the markets and rather bullish activity as investors tried to get a grip on where we’re headed. Commodities continue to search for strength as global prices remain at lower levels. The top 3 performing sectors were: Indicies (13.64%), the S&P…

United States   Q2 GDP is anyone’s guess as demonstrated by the extended range found on the list to the right compiled by Charles Schwab. Former Fed Chair Janet Yellen said in a recent interview on CNBC that the annualized Q2 GDP hit will be -30%.  Largely this is driven…