China Watch: Trading the latest rate cut stimulus
The record-sized 25 bps cut to the Chinese 5-year prime lending rate signifies the importance of the nation’s property sector, and it goes to show...
265 Views
Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
236 Views
Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
199 Views
Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
278 Views
Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
The price of NY cocoa futures has surged to almost $5,400 a ton, surpassing the $5,379 peak in place since 1977 ( roughly 46 years ago).
255 Views