China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
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Part Six: Commodities: Priced for a Downturn
Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.
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Commodities Going Into 2024 & Our Biggest Mistakes During 2023
Happy new year guys - another chapter has arrived and it’s time to make the best out of it. First of all, let’s look at the past, the now and the...
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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Positioning Watch – Are markets ready for Powell Wednesday?
With Powell taking the stage on Wednesday, likely turning more hawkish in his rhetoric after weeks of financial conditions easing, we have had a...
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