It Remains Dry in the US - A Problem For Grain Prices?
It Remains Dry in the US - A Problem For Grain Prices? Many areas in the U.S. remain quite dry for this time of the year. Compared to 2016 and...
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Historic Coffee Price Rally & WASDE Report Recap
Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...
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Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?
Happy Sunday from Copenhagen, if I am allowed to say that after a horrendous week in markets. Markets are heading into a tense week as the...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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The Drill – What will world peace mean for markets?
All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order. For macro investors...
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