China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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Positioning Watch – How are Macro Hedge Funds positioned?
Hello everyone, and welcome back to our weekly Positioning Watch – insights into how market participants are positioned. Markets are waiting...
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Investors Flock Back Into Commodity Funds & New Cocoa Narrative
A net €353 million flowed into funds from the Morningstar Broad Basket Commodities category in Europe in April. This was by far the best month for...
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Macro Regime Indicator May – UP UP UP!
Welcome to our monthly flagship asset allocation analysis – the “Macro Regime Indicator”. Coming into April, we wrote that “The macro environment...
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-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
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