TWIFO 459: Fed Dissent Amid A Historic Move For Copper
Update: 2025-08-01
Description
In the latest episode, Mark Longo alongside guest Rich Excel from Gies College of Business at the University of Illinois Urbana-Champaign delve into a comprehensive analysis of various futures options markets and they look at volatility (CVOL) in the various complexes. They start with a detailed discussion on the dramatic price movements in copper, silver, and other metals, largely influenced by recent tariff news. They also explore the FX market, emphasizing the Euro/USD dynamics and share insights from Rich Excel's recent CME Group report on hedging currency risk. Finally, the episode concludes with a focus on interest rates, particularly reflections on the Fed's recent decisions and their impacts on two-year treasury options.
01:22 Welcome to This Week in Futures Options
05:20 Movers and Shakers Report
14:43 Exploring the Metals Market
28:18 Silver Market Analysis
30:35 Exploring FX Markets
31:19 Hedging Currency Risks
32:11 Euro USD Futures Insights
34:17 FX Options Strategies
41:17 Interest Rate Market Overview
46:06 Two-Year Treasury Notes
51:22 Upcoming Agricultural Reports
53:01 Conclusion and Resources
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