Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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Sentiment Signal in Gold
This chart from Sentiment Trader highlights that also gold stocks are quite stretched - which isn’t a sell signal, as a stretched market can always...
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The Drill: Watch oil as OPEC is imploding..
Evening from Copenhagen. The everlasting circus of US politics continues, and at this point, it almost seems like Bessent has effectively taken...
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The Drill: A rush for gold amidst a geopolitical circus unfolding
Time for your weekly fix of what’s going on at the messy intersection of commodities and geopolitics. Energy prices are drifting lower — just as...
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How Commodities React To Trumps New Global Trade Plans
Just earlier this week, he declared he wouldn’t make a zero-tariff deal with the EU — and now, without any real change in circumstances, he’s...
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