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Crude oil prices will decline quickly because the futures curve is in substantial backwardation, the UAE has left OPEC, global producers will ramp up supply, and the U.S. is at record production with continued pumping. The supply shock from the Iran blockade is transient, and energy inflation will reverse.
Despite the yen looking cheap, wide rate differentials and a BOJ that is seen as behind the curve keep the carry trade alive, so investors keep putting money into yen shorts as intervention is viewed as a speed bump.
Soybean prices will spike due to an expected El Niño weather pattern that historically leads to very high prices, suggesting China should accelerate purchases from the U.S.
Thanks to administration policies, main street is back, consumer confidence is high, and small banks and community banks are lending again, which signals a revival for regional lenders.
Iranian frozen funds will be released under U.S. Treasury oversight, and a very large percentage will be directed to purchase U.S. foodstuffs such as corn, wheat, and soybeans, creating incremental demand for these agricultural commodities.
Iranian frozen funds will be released under U.S. Treasury oversight, and a very large percentage will be directed to purchase U.S. foodstuffs such as corn, wheat, and soybeans, creating incremental demand for these agricultural commodities.
Scott Bessent has 7 trade ideas tracked on Buzzberg across 7 tickers since February 2026. Ranked #380 on the Buzzberg Alpha leaderboard. Most covered: BNO, FXY, SOYB.
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#380 of 1458 voices on Buzzberg