From the Desk of Ian Culley @IanCulley

Are investors really buying bonds, betting on a squeeze higher?

Perhaps it’s just my Twitter feed. (Or are we calling it "X" now?)

I’m perplexed by the growing chatter around...

From the Desk of Ian Culley @IanCulley

The US Dollar Index $DXY is the most important chart in the world, again.

But, honestly, when...

From the Desk of Ian Culley @IanCulley

It’s commodities over bonds.

In fact, we’re now in an everything-over-bonds environment as rates continue to rise. 

Looking for an uptrend?

Just place...

From the Desk of Ian Culley @IanCulley

Rates are on the move again.

The US 30-year Treasury yield $TYX cleared numerous hurdles this week. ...

From the Desk of Ian Culley @IanCulley

I started at the top last week, laying out my bullish energy thesis with five charts.

Energy commodities are reclaiming...

From the Desk of Ian Culley @IanCulley

FOMC meeting?

No worry, beef curry!

The markets barely flinched after the Fed raised interest rates – again. 

Honestly, I didn’t tune in to the press conference. I...

From the Desk of Ian Culley @IanCulley

The US dollar isn’t going down without a fight.

Investors weren’t given much time to celebrate the breakdown as it...

From the Desk of Ian Culley @IanCulley

Investors hate commodities – especially energy. 

I don’t blame them. 

Most energy stocks and commodities have...

From the Desk of Ian Culley @IanCulley

Bonds are breaking out!

Yes… Bonds!

No, I’m not talking about US Treasuries. Those “risk-...

From the Desk of Ian Culley @IanCulley

The US Dollar Index’s $DXY break toward fresh lows resembles a defiant crawl more than an earnest march.

An image of...

From the Desk of Ian Culley @IanCulley

Commodities love the falling dollar.

Crude oil is breaking to multi-month highs. Copper is approaching the 4-dollar...

From the Desk of Ian Culley @IanCulley

"Sell the two… Utah! Sell the two!"

I’ve parroted my bond outlook during internal meetings and across our Slack channels in recent weeks, partly in jest but mostly to highlight...

From the Desk of Ian Culley @IanCulley

The US Dollar Index $DXY has resumed its march toward fresh lows.

It took a less direct route, meandering sideways for the past seven months.

Nevertheless, our roadmap for a DXY...

From the Desk of Ian Culley @IanCulley

First stop, Singapore!

Steve Strazza and Sean McLaughlin are headed east on a whirlwind...

From the Desk of Ian Culley @IanCulley

The most important crop report of the year has hit.

Yes, it’s generated quite the buzz over the past few weeks, as grain markets ripped higher in anticipation.

Some observers even...

From the Desk of Ian Culley @IanCulley

Messy, messy, messy.

If there’s one market description I’ve grown tired of more than others – it’s "messy." It’s my pain trade. 

Interest rates,...