Commodity Report numero 496 del 1 dicembre 2025
Giancarlo Dall'Aglio
Articolo pubblicato il 30/11/2025 19:45:02
Principali dat macro ed eventi della settimana
Date | Reports | Expiration & Notice Dates |
12/01 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 |
|
12/02 Tue | 3:30 PM CST - API Energy Stocks | FN: Dec RBOB/ULSD(NYM) LT: Nov Butter/Milk(CME) Nov Butter/Milk Options(CME) |
12/03 Wed | 6:00 AM CST - MBA Mortgage Index 7:15 AM CST - ADP Employment 9:00 AM CST - ISM Services 9:30 AM CST - EIA Petroleum Status Report 2:00 PM CST - Dairy Products Sales |
|
12/04 Thu | 7:30 AM CST - USDA Weekly Export Sales 7:30 AM CST - Initial Claims-Weekly 7:30 AM CST - Trade Balance 9:30 AM CST - EIA Natural Gas Report 3:30 PM CST - Fed Balance Sheet |
|
12/05 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 - Factory Orders 9:00 AM CST - Univ of Mich Consumer Sent-Prelim 2:00 PM CST - Consumer Credit | LT: Dec Canadian Dollar Options(CME) Dec Currencies Options(CME) Dec US Dollar Index Options(ICE) Dec Live Cattle Options(CME) |
12/08 Mon |
| FN: Dec Live Cattle(CME) LT: Dec Cotton(NYM) Jan Sugar-16(ICE) |
12/09 Tue | 7:30 AM CST - Productivity-Rev(Q3) 7:30 AM CST - Unit Labor Costs-Rev(Q3) 11:00 AM CST - WASDE Report 11:00 AM CST - Crop Production 11:00 AM CST - EIA Short Term Energy Outlook 3:30 PM CST - API Energy Stocks | FN: Jan Sugar-16(ICE) |
12/10 Wed | 6:00 AM CST - MBA Mortgage Index 7:30 AM CST - Core CPI & CPI 9:00 AM CST - Wholesale Inventories 9:30 AM CST - EIA Petroleum Status Report 1:00 PM CST - FOMC Rate Decision 1:00 PM CST - Treasury Budget 2:00 PM CST - Dairy Products Sales |
|
12/11 Thu | 7:30 AM CST - USDA Weekly Export Sales 7:30 AM CST - Initial Claims-Weekly 7:30 AM CST - Core PPI & PPI 9:30 AM CST - EIA Natural Gas Report 3:30 PM CST - Fed Balance Sheet | LT: Dec Nikkei(CME) |
12/12 Fri |
| LT: Dec Wheat(CBT) Dec Corn(CBT) Dec Oats(CBT) Dec Soymeal & Soyoil(CBT) Dec Lean Hogs(CME) Dec 3-Mo SOFR Options(CME) Dec Lean Hogs Options(CME) Jan Cocoa Options(ICE) Jan Coffee 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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