Strategic — 1-3 Months

Bitcoin should grind from $83,890 toward $92,000-$98,000 over the next two to three months, with Ethereum following from $2,698 to roughly $3,100. The driver is positioning, not hype: funding rates (the cost of leveraged long bets) sit at a healthy 1.... Read more

Valid until 5 Nov UTC

Gold should drift lower toward $4,050-$4,150 over the next two to three months, with silver chopping between $54 and $63. The problem is the cost of holding metal: the 10-year Treasury yield (the return on US government debt) sits at 5.... Read more

Valid until 5 Nov UTC

Brent crude should push toward $100-$104 over the next three months, a gain of roughly 3-7% from today's $96.96, as the market absorbs a genuine supply squeeze rather than a headline-driven spike.... Read more

Valid until 5 Nov UTC

Coffee should stay expensive while wheat and corn drift lower over the next one to three months. Coffee's strength is a supply story: drought and heat in Brazil and Vietnam have thinned the crop, and new trees take years to produce, so there is no quick fix.... Read more

Valid until 5 Nov UTC

Water infrastructure and utility stocks should grind out roughly 5-10% gains over the next three months, driven less by headlines and more by the slow drip of mandatory usage-disclosure rules hitting AI data centers. The 10-year Treasury yield (the government borrowing rate that sets utility financing costs) sits near 5.... Read more

Valid until 5 Nov UTC

Stocks should keep sliding, with the S&P 500 likely shedding another 3-6% over the next two to three months. The core problem is the 10-year Treasury yield (the interest rate on government debt) sitting at 5.... Read more

Valid until 5 Nov UTC

Expect the next three months to stay tense but contained — no new hot war, just a grinding standoff that keeps a war premium baked into prices. The loudest signal in the data is actually weather, not armies: a cluster of flood warnings across the US Midwest, a reminder that the biggest near-term supply shocks are often climate, not conflict.... Read more

Valid until 5 Nov UTC

The cost of keeping the lights on, watering crops and moving food is drifting higher, and that drift should continue over the next one to three months. The diesel and jet fuel shortage runs deeper than any single chokepoint — it dates back years — and that keeps a floor under freight, fertiliser and irrigation costs even as crude wobbles.... Read more

Valid until 5 Nov UTC

The world economy is stuck in a slow-growth, sticky-price grind rather than tipping into a clean recession. The 10-year Treasury yield at 5.... Read more

Valid until 5 Nov UTC

Expect geopolitics to keep adding a slow, steady tax to prices rather than delivering a single shock over the next three months. The clearest near-term flashpoints are the three OPEC+ meetings (the oil cartel's quota-setting gatherings) on Oct 5, Nov 5 and Dec 5, where a rollover hold is the base case and a Gulf security incident is the fat tail.... Read more

Valid until 5 Nov UTC