EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
1.5k Views
Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
291 Views
Energy Cable: Bullish Oil, Bearish Nat Gas, and Especially Metals! Here’s Why!
We start with crude oil, where positions in crude oil futures have returned to Covid-19 pandemic levels, which we believe is overly bearish. The...
276 Views
Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
167 Views
EM Watch: Is the Chinese copper demand down 40%?
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
884 Views