China Watch: Time to play briefing bingo again..
Welcome to our China Watch series, where we look at the Chinese case through the lens of Western investors. Tomorrow, we will have another...
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Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
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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.
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Steno Signals #120 – Liquidity and rate cuts are incoming in an already OK economy
Just a few hours after the release of a much stronger-than-expected jobs report, Goolsbee of the FOMC highlighted the risk of undershooting...
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The Drill: This Chinese stimulus is aimed at the financial economy and NOT commodities
Take aways: Risk premium in crude oil compressing due to Israel calling Iran’s game of chicken Fade the strength in assets connected to the real...
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