EM Watch: The China bet and the copper story are both old hat by now
Welcome to our weekly EM editorial where we travel across the liquid EM markets in the context of recent developments in USD markets. ISM Services...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
Expectations of an "above-normal" monsoon in 2024 currently help to keep prices for commodities that are in large parts grown in India under control.
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Commodity Comeback
S&P 5700 year-end target remains intact after breakout, copper and silver rally expected as dollar falls, semis leading tech with software to follow.
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