2010 Archive Volume
In spring and summer 2010, two crises collided: EU sovereign debt sent commodities reeling, then a Russian drought and wheat export ban reshaped grain markets.
6 files in this volume
The year in numbers
- 319
- Replayable scenarios
This year's files
- 012010: Double Shock — European Debt Fears and a Russian Wheat Ban Rattled Global Commodities
In spring and summer 2010, two crises collided: EU sovereign debt sent commodities reeling, then a Russian drought and wheat export ban reshaped grain markets.
Read the file → - 02Late 2010: The QE2 Commodity Surge — How Federal Reserve Policy Reshaped Global Markets
On October 7, 2010, US commodity markets ignited as QE2 expectations flooded markets with liquidity, sending industrial metals, energy, and agriculture into a synchronized boom across 22 markets.
Read the file → - 03August 2010: Euro Under Fire — Five Currency Pairs and the First European Sovereign Debt Stress Test
The euro faced its first systemic test of the decade in summer 2010 as Greek debt concerns rippled across G10 forex markets, producing divergent but interconnected moves in five currency pairs.
Read the file → - 04August 2010: Russia's Wheat Export Ban and the Global Commodity Shock
Russia's wheat export ban in August 2010 triggered cross-commodity contagion, sending corn up 24.8% yet with 11.7% drawdowns and 6.1% single-day moves across 64 trading days.
Read the file → - 052010: Two Property Markets, Two Diverging Fates — US Bottoming, China Overheating
US housing emerged from subprime wreckage seeking a floor while China's property boom faced its first major regulatory crackdown — a tale of two markets at opposite phases of the cycle.
Read the file → - 06October 2010: Divergent Recovery — US Housing Markets Navigate Fragile Post-Crisis Terrain
Sixteen city and national property markets from October 2010 reveal divergent recovery paths after the housing crash — some cities stabilizing, others still falling.
Read the file →