Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast
Particularly we would like to highlight the expected bullish flows in cotton and bearish flows in the flesh markets, which align with some of our...
122 Views
Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
172 Views
Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
176 Views
Cocoa Demand Destruction Ahead - All Eyes on Fall Harvest
The company explicitly said in an answer at the earnings call that they have logged in almost all prices for 2024, but not for 2025 - due to price...
189 Views
Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
Fund Managers are Long Commodities and Hate Real Estate Fund managers positioning in commodities and energy was virtually unchanged compared to...
240 Views