Energy Cable: The demand outlook in China is dreadful to say the least …
The bottom-line is that we are still playing the metals space from the short side, while we don’t hold any energy longs despite it being...
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Commodity Popcorn Markets // Coffee Bubble About To Burst?
The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...
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Nowhere to Run to Baby, Nowhere to Hide! Part 2
In summary, we expect the unwinding of JPY shorts to continue driving more volatility in markets providing opportunities in certain sectors. The...
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EM Watch: Knock-outing the EM darlings, while inflation is returning in EM space
Welcome to our weekly EM editorial, where we touch upon the most tradeable topics in liquid EM markets and how they interact with main themes in...
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Positioning Watch – There was no “rotation” from large to small caps
Welcome back to our weekly positioning update. It’s hard not to touch upon the recent moves in equities once again, with markets trying to digest...
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