Commodity Dichotomy

Change in Character

Buy high and sell higher or dont buy at all.

Taiwan Spotlight

The Trump - Xi meeting and what it means for global rates.

Powell's Swan Song

Will and Marshall comment on Powell's legacy as he gives his last speach as Fed chair. We also debate whether the tech trade back on because of recent earnings or a way to hide from energy?

Earnings Impact

With the majority of S&P earnings being reported next week, Will and Marshall debate the potential impacts of the Iran conflict on US companies.

Commodity Dichotomy

Will and Marshall discuss what two contradictory signals might be telling us about market conditions, and how the "year of commodities" has looked so far.