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Currency Report: Chilean Spice

The next big international breakout is lining up.

In line with the trend we’ve observed all year, the global market isn’t driven by semiconductors or software… instead, it’s all about commodities.

...

December 5, 2025

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Ricardo

Currency Report

Currencies

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Jason Perz

Global Yields Are Screaming

For over a year, I’ve been waiting for the yield curve to steepen. Not drift higher. Not wobble. But reverse — decisively — and start climbing again.

Now it’s finally happening.

And when the yield curve turns up in sync...

December 5, 2025

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Bond Report

Sam Gatlin

Jason Perz

The Gas That Wouldn’t Die

Natural Gas is supposed to be weak right now… So why is it ripping to the highest level since 2022?

Natural Gas has a way of showing up exactly when investors have written it off.

That’s been true for decades, and it might be happening again right now.

After spending years in the penalty box, the commodity is trading at the...

December 5, 2025

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Commodities Weekly

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