I love autumn.  The leaves start to turn color where I live, and the first hint of winter is invigorating. It is also a great time to peruse each of the financial markets for the shorter-term, seasonal trades that are always lurking — if you know where to look, that is.

One place that’s worth looking at right now is the global currency markets, where a major war is currently being waged. As part of the so-called “race to the bottom,” the U.S. dollar is down 14 percent since June. This drop in the greenback has come at a time when a major bull market in commodities has broken out everywhere in the world. 

Gold, silver, wheat and corn have all recently achieved multi-year highs. Cotton just hit its highest price in 140 years.

There has been an exception, however — a headline commodity that’s been left behind. Indeed, this particular commodity has been in decline for six months, dropping almost daily. But that’s about to change. (more…)