Hedging Versus Speculation
By: John Trefethen, Director & Co-Founder As the NCUA considers easing the derivative application rules, there have been some critics to...
Categories
HedgeTalk: A Dollar Demise? Not so Fast!
By: Johan Rosenberg, Chairman The long term dollar holds the key to spreads, and asset valuations. The United States does receive...
Oil Production - OPEC: What to Do and the What-ifs Regarding the Vaccine
By: Johan Rosenberg, Chairman The weekend's OPEC meeting ended without an agreement among its key members - Russia (increase production...
HedgeTalk - How much for a barrel of oil? $40! How long can OPEC continue to control it?
By: Johan Rosenberg, Chairman The primary driver of the 2020 oil price slump has been mostly due to the global pandemic response, which...
HedgeTalk: Is There Finally Some Clarity on the Horizon?
By: John Trefethen, Director & Co-Founder Since the onslaught of COVID-19, much of the world’s economy has been living with...
HedgeTalk: The Biggest Risk to Interest Rates - A Smooth Presidential Election
By: John Trefethen, Director & Co-Founder For months the bond market has priced the likelihood of a messy political battle over the...
HedgeTalk: "Outlook Appears Fragile” International Energy Agency
By: Johan Rosenberg, Chairman Trading volume for all futures contracts of RBOB (reformulated blendstock for oxygenate blending) and ULSD...
HedgeTalk: Political Uncertainty Puts 2020 Federal Stimulus Bill At Risk
By: John Trefethen, Director & Co-Founder With the passing of Justice Ruth Bader Ginsburg late last week, a Federal pandemic relief...
HedgeTalk: Pandemics Cause Lower Interest Rates, Said the San Fran Fed!
By: Johan Rosenberg, Chairman In a San Francisco Federal Reserve (“San Francisco Fed”) report, an economist, Òscar Jordà, studied the...
HedgeTalk: Grappling over Valuations
By: John Trefethen, Director & Co-Founder Valuation is a critical and indispensable element of the bankruptcy process. The COVID-19...
