Credit traders doubt Nvidia’s story and Oracle CDS keeps rising. Commodities are getting slammed. Not a good sign. Happens only in recessionary fear

Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting …

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Swiss National Bank slashes rates to zero to stop deflation, opening door to negative rates even without crisis. Purchasing power destruction and capital rotation towards commodities are a real thing.

*SWISS CENTRAL BANK CUTS KEY INTEREST RATE BY 25BPS TO 0.0%, LOWEST SINCE JUNE 2022$CHF 🇨🇭🇨🇭 pic.twitter.com/Ajfw639gAz — Investing.com (@Investingcom) June 19, 2025 Zero yields are back! For those who believed zero and negative interest rates were something of the …

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Peter Schiff: Inflation pressures gold, but Fed cuts and QE will drive it higher. Tavi Costa: Agricultural commodities surged; inflation battle continues.

Today's hotter-than-expected #inflation data, following similar news yesterday, is putting more downward pressure on #gold. But gold will soar when investors realize the Fed will keep cutting rates despite inflation, and return to QE, sending both inflation and gold much …

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Gasoline at its lowest price since 2021. Disinflation has broadened. All commodities (obviously ex-Gold) pricing in a hard landing?

BREAKING 🚨: Gasoline Gasoline at its lowest price since 2021 ⛽️ pic.twitter.com/haxWbzL6WA — Barchart (@Barchart) September 9, 2024 Disinflation has broadened. via BofA Juneau pic.twitter.com/IB5f6kWZOU — Daily Chartbook (@dailychartbook) September 9, 2024 All commodities (obviously ex-Gold) pricing in a hard …

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Last night BOJ governor Ueda reiterated that the BOJ is going to continue tightening. That’s when S&P futures tanked and commodities imploded.

Last night BOJ governor Ueda reiterated that the BOJ is going to continue tightening. That's when S&P futures tanked and commodities imploded.https://t.co/Y7gNh1xJH6 pic.twitter.com/YxZFnhbOW0 — Mac10 (@SuburbanDrone) September 3, 2024 Bank of Japan Governor Kazuo Ueda submitted a document to a …

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Equities saw largest fragility shock on record… Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing.

Equities saw largest fragility shock on record… From @dailychartbook pic.twitter.com/kobmFd70EQ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 20, 2024 Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing. Right when commodities are starting …

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Retirement funds de-risking with bond shift; Global managers raise commodities exposure; US “super-core” inflation is rising fast

Amid market uncertainty, retirement funds opt for safer bonds, while global managers increase commodities exposure to hedge against volatility. Amid market uncertainty, retirement funds opt for safer bonds, while global managers increase commodities exposure to hedge against volatility. Meanwhile, despite …

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Investors favor bonds over commodities, but historical disparity hints at potential commodity resurgence; Inflation drop echoes 1960s, warning of potential final wave.

Indeed, that's a key point. Additionally, the coming commodity super cycle is going to be driven by the supply crunch of essential commodities such as copper and silver. Contributing to their growing scarcity… pic.twitter.com/Kc06kclh6G — Phoenix Capital (@PhoenixCapitalH) December 23, …

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Commodities have been non-stop higher

https://twitter.com/SuburbanDrone/status/1701347076922089898 #gasoline on the verge of a major leap higher. Not going to be good for the inflation is over group pic.twitter.com/B7VTpZsLvT — Michael J. Kramer (@MichaelMOTTCM) September 11, 2023 https://twitter.com/SuburbanDrone/status/1701348930884092060