Lumber to $496: the housing-starts case
LBRF27 last was $515.00 on October 30. The base case is $496.00 on the housing-starts path, and a weekly close above $524.50 breaks it.
November 2026
LBRF27 last was $515.00 on October 30. The base case is $496.00 on the housing-starts path, and a weekly close above $524.50 breaks it.
The BSE Sensex base case is 73,123.83 by December 4, 2026 if the RBI hikes the 5.50% repo rate again. A close above 74,729.27 breaks the bearish call.
EUR/SGD base case is 1.4172 into the December ECB decision while MAS holds the S$NEER slope. A reference print above 1.4395 breaks the call.
October 2026
Natural gas at $2.76 sits under the October average while Lower 48 stocks are only 1.0% above the five-year norm. The base case is $3.10.
December arabica reaches 310.00 cents by November 18, 2026 as certified stocks sit near a 27-year low into first notice. A close under 280.80 breaks the path.
Doji Funding lets a trader set the target, drawdown and split, then caps the first two payout requests at 2% of a simulated account above a 3% buffer.
NYMEX platinum reaches $1,551 by November 20, 2026 in the base case after managed-money length fell to 1,765 contracts. A close under $1,422.40 ends the call.
NYMEX palladium at $987.70 carries a base case of $935.30, with managed-money shorts at 70.0% of open interest. Settlement above $1,000 ends the call.
PropXP review: a static 6% loss floor, an add-on that lifts the share from 80% to 95%, and USDT rewards the firm still calculates on simulated results.
CSI 300 reaches 4,176.06 in the base case if the next loan prime rate fixing leaves both tenors at 3.0% and 3.5%. A close below 4,030.23 ends that path.
STOXX 600 last printed 649.11. Base case 631 into the December 17 ECB press conference, as a 35 bp rise in sovereign yields tightens euro-area financing.
CAD/NOK reaches 6.5800 by November 5, 2026 in the base case, with Norway's 4.50% policy rate keeping a 200 basis point premium over Canada's 2.50% target.
True Forex Funds has ceased operations. Its homepage is an insolvency notice with no fee, split or payout terms, and every older figure below is labelled as historical.
Jakarta Composite base case is 5,439.26 into the next Bank Indonesia decision, using the completed October 28 close of 5,282.31. A close under 4,996.61 ends it.
The Shanghai Composite base case is a return to 3,735.37 if the next Loan Prime Rate fixing holds the one-year rate at 3.0% and the over-five-year rate at 3.5%.
BIST 100 reaches 11,577.12 by the November inflation report in the base case, with 11,947.18 if guidance eases and 10,707.18 if the inflation path is lifted.
KOSPI base case is 6,193.45 into the next Bank of Korea decision, halfway back from the September close to the October low. Under 5,305.98 the path ends.
Hash Hedge review: homepage zero-risk wording, a non-refundable fee, an 80 percent contract share, and one live payout cycle that closes the account.
USD/PLN reaches 3.9800 by November 4 in the base case after the NBP fixing printed 3.9542, the high of the year. A fixing at or below 3.8886 ends the call.
OMXS30 fades to 3,162.78 if the Riksbank keeps a 2026 rate increase live. Bull case 3,306.18, bear case 3,148.54. A close above 3,290.36 ends it.
Also filing this week: Rick Steves and Karthik Subramanian.