Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
328 Views
Commodity Hedge Fund Positioning & Red Sea Update
CTA Positioning Update According to UBS’ biweekly CTA momentum study, CTAs bought oil and sold precious metals in size in February.
271 Views
Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
203 Views
Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
180 Views
Energy Watch: Is Nat Gas THE macro case of 2024?
We have been banging the drum on a cyclical rotation due to improving Manufacturing dynamics, and the PMIs released today mostly underpinned our...
355 Views