Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
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Steno Signals #103: A blood-bath in metals in July!?
Happy Sunday from a windy Copenhagen!We’ve been yammering about the copper buildup on Chinese exchanges for months. Was it a strategic decision to...
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Portfolio Watch: Good news = no cuts = bad news (for metals)
The latest job report just dropped, and it’s music to our ears—solidifying our thesis once again. A few highlights:Construction Hiring: Markedly...
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EM Watch: The China bet and the copper story are both old hat by now
Welcome to our weekly EM editorial where we travel across the liquid EM markets in the context of recent developments in USD markets. ISM Services...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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