Wheat Breakout & Commodity Positioning Update
Going forward, Energy could face some selling flows from CTAs according to the latest CTA flow update by UBSS. UBS 'Contrarian' trades: bullish...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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Energy Cable: Inflation starting to bite equities
Hi everyone and welcome to this week’s energy cable from a sunny and cold Copenhagen. If you haven’t yet, I’ll recommend that you read our update...
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Fund Managers Are Long Commodities Again
Fund Managers Are Long Commodities Again Be careful if you’re heavily long commodities at the moment. The Bank of America survey usually always...
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