Commodity Report numero 497 del 8 dicembre 2025
Giancarlo Dall'Aglio
Articolo pubblicato il 07/12/2025 19:25:15
Principali dat macro ed eventi della settimana
Date | Reports | Expiration & Notice Dates |
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) 9:00 AM CST - JOLTS-Job Openings 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 - Employment Cost Index(Q3) 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) |
12/15 Mon | 7:30 AM CST - Empire State Manufacturing 9:00 AM CST - NAHB Housing Market Index 11:00 AM CST - NOPA Crush | LT: Dec Currencies(CME) Dec Cocoa(ICE) Dec US Dollar Index(ICE) Jan Sugar-11 Options(ICE) |
12/16 Tue | 7:30 AM CST - Building Permits & Housing Starts 7:30 AM CST - Export & Import Prices 7:30 AM CST - Export Ex-Ag & Import Ex-Oil Prices 7:30 AM CST - Nonfarm Payrolls 7:30 AM CST - Unemployment Rate 8:15 AM CST - Capacity Util & Industrial Prod 3:30 PM CST - API Energy Stocks | LT: Dec 3-Mo SOFR(CME) Dec Canadian Dollar(CME) Jan Crude Lt Options(NYM) |
12/17 Wed | 6:00 AM CST - MBA Mortgage Index 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 Petroleum Status Report 2:00 PM CST - Dairy Products Sales |
|
12/18 Thu | 7:30 AM CST - USDA Weekly Export Sales 7:30 AM CST - Initial Claims-Weekly 7:30 AM CST - Core CPI & CPI 7:30 AM CST - Philadelphia Fed Index 9:00 AM CST - Leading Indicators 9:30 AM CST - EIA Natural Gas Report 2:00 PM CST - Net Long-Term TIC Flows 3:30 PM CST - Fed Balance Sheet | LT: Dec Coffee(ICE) |
12/19 Fri | 7:30 AM CST - GDP-Third Estimate(Q3) 7:30 AM CST - GDP Deflator-Third Estimate(Q3) 7:30 AM CST - PCE Prices & Core Prices 7:30 AM CST - Personal Income & Spending 9:00 AM CST - Existing Home Sales 9:00 AM CST - Univ of Mich Consumer Sentiment-Final 2:00 PM CST - Cattle On Feed | LT: Dec 10 Year Notes(CBT) Dec Bonds(CBT) Dec Dow(CME) Dec S&P 500(CME) Dec NASDAQ(CME) Dec Russell(CME) Jan Crude Lt(NYM) Dec Dow Options(CME) Dec S&P 500 Options(CME) Dec NASDAQ Options(CME) Dec Russell Options(CME) Jan Canola Options(CBT) Jan Cotton Options(NYM) Jan Orange Juice 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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