Commodity Report numero 492 del 3 novembre 2025
Giancarlo Dall'Aglio
Articolo pubblicato il 02/11/2025 19:25:29
Principali dat macro ed eventi della settimana
Date | Reports | Expiration & Notice Dates |
11/03 Mon | 9:00 AM CST - Construction Spending 9:00 AM CST - ISM Manufacturing Index 2:00 PM CST - Cotton System 2:00 PM CST - Fats & Oils 2:00 PM CST - Grain Crushings 3:00 PM CST - Crop Progress | FN: Nov Orange Juice(ICE) |
11/04 Tue | 7:30 AM CST - Trade Balance 9:00 AM CST - Factory Orders 3:30 PM CST - API Energy Stocks | FN: Nov RBOB/ULSD(NYM) LT: Oct Butter/Milk(CME) Oct Butter/Milk Options(CME) |
11/05 Wed | 6:00 AM CST - MBA Mortgage Index 7:15 AM CST - ADP Employment Change 9:00 AM CST - ISM Services 9:30 AM CST - EIA Petroleum Status Report 2:00 PM CST - Dairy Products Sales |
|
11/06 Thu | 7:30 AM CST - USDA Weekly Export Sales 7:30 AM CST - Initial Claims-Weekly 7:30 AM CST - Productivity-Prel(Q3) 7:30 AM CST - Unit Labor Costs-Prel(Q3) 9:00 AM CST - Wholesale Inventories 9:30 AM CST - EIA Natural Gas Report 3:30 PM CST - Fed Balance Sheet |
|
11/07 Fri | 7:30 AM CST - Nonfarm Payrolls 7:30 AM CST - Unemployment Rate 7:30 AM CST - Ave Workweek & Hourly Earnings 9:00 AM CST - Univ of Mich Consumer Sent-Prelim 2:00 PM CST - Consumer Credit | LT: Nov Orange Juice(ICE) Nov Canadian Dollar Options(CME) Nov Currencies Options(CME) Nov US Dollar Index Options(ICE) Nov Live Cattle Options(CME) Dec Cotton Options(NYM) |
11/10 Mon | 11:00 AM CST - WASDE Report 11:00 AM CST - Crop Production 3:00 PM CST - Crop Progress |
|
11/11 Tue | VETERANS DAY |
|
11/12 Wed | 6:00 AM CST - MBA Mortgage Index 3:30 PM CST - API Energy Stocks | LT: Dec Coffee Options(ICE) |
11/13 Thu | 7:30 AM CST - Initial Claims-Weekly 7:30 AM CST - Core CPI & CPI 10:00 AM CST - EIA Petroleum Status Report 1:00 PM CST - Treasury Budget 2:00 PM CST - Dairy Products Sales 3:30 PM CST - Fed Balance Sheet |
|
11/14 Fri | 7:30 AM CST - USDA Weekly Export Sales 7:30 AM CST - Core PPI & PPI 7:30 AM CST - Retail Sales 7:30 AM CST - Retail Sales Ex-Auto 9:00 AM CST - Business Inventories 9:30 AM CST - EIA Natural Gas Report | LT: Nov Canola(CBT) Nov Rough Rice(CBT) Nov Soybeans(CBT) Nov Lumber(CME) Nov 3-Mo SOFR Options(CME) Dec Cocoa Options(ICE) |
FN=First Notice, OE=Option Expiration, LT=Last Trade |
Struttura del portafoglio
Indici
E-Mini S&P-500:
Micro Nasdaq:
30yr US
10Y Us
30Y TB -
Energy
Crude Oil
Natural Gas:
Comprato AR (nyse)
Comprato BOIL sul Nat Gas a leva
Grains
Soia:
Olio di Soia:
Grano:
Corn:
Soft:
Zucchero:
Succo d’arancia:
Caffè:
Cotone:
Cacao:
Carni
Live Cattle:
Feeder Cattle:Lean Hogs:
Metalli preziosi
Oro:
Silver:
Rame:
Platino:
Disclaimer: le operazioni di trading indicate in questo newsletter sono frutto di opinioni personali dell’autore e non costituiscono alcuna sollecitazione all’investimento. La speculazione di borsa può causare perdite e deve essere effettuata essendo consapevoli dei rischi che comporta. Nessuna responsabilità potrà essere addossata all’autore per eventuali perdite di portafoglio. Le performance del passato non costituiscono garanzia per l’andamento futuro degli investimenti indicati.
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