Keep your eye on crude
OPEC’s “drip” boost + a California refinery fire = tighter fuel. Here’s how Geof Smith is tracking crude vs. gasoline — and why West Coast pump prices could feel it first.
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Tag: inflation
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California’s oil problem — and the Fed hangover
California’s pushback on fossil fuels is now colliding with reality, while strong data keeps traders second-guessing the Fed after this week’s cut.
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Gold’s steady at highs ahead of Fed Day
Gold’s steady at highs, stocks faded on strong retail sales, and crude rallied on demand hopes. Tomorrow’s Fed decision is the real test.
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Quick note before tomorrow’s big data
Markets shrugged off Middle East headlines as traders wait on PPI and CPI. Gold pulled back, but the real move may come with tomorrow’s data.
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Weekly Wrap-Up: Jobs Miss, Gold Rallies, and September Kicks Off
Jobs came in light, gold jumped, and September’s here. Geof Smith breaks down what it all means in his Weekly Wrap-Up.
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Crude’s up, gold’s at records, and September’s definitely here
Crude jumps, gold hits new records, and the dollar rallies too. Geof Smith breaks down what it all means as September kicks off.
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Weekly Wrap-Up: Markets End the Week Higher Despite Choppy Moves
Corn sinks, soybeans rally, and markets end the week higher despite choppy moves — here’s what drove it all and what’s on deck next week.
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Market’s flying on this number
Markets jumped on a softer CPI print, but soybeans stole the spotlight with a surprise rally.
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Did the White House just fake the jobs report?
Geof Smith is not convinced the July jobs report is legit. Here’s why he’s brushing it off — and what he’s watching as we head into a high-stakes Friday.
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Weekly Wrap-Up: Markets Slip as Tariffs Return and Hype Wears Thin
Geof breaks down this week’s market weakness, what’s driving it, and how he’s adjusting with puts, commodities, and a big earnings week ahead.
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Market’s in a bad mood today (tomorrow could be even messier)
The market pulled back after stronger-than-expected data. But Geof Smith tells us that with NFP and tariffs hitting Friday, the real chaos might just be starting…
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Two Wild Takes That Just Might Pay
Two contrarian calls from our Fed Day roundtable — one deflationary bomb, one dollar breakout — could shake markets if they play out.
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