The Silver euphoria is over // Why crude oil continues to fall
The Silver euphoria is over In the past two weeks, I have spoken to many people who are euphoric about silver. Many charts on Fintwit also predict...
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Commodity and FX Impulse Moves
If China's recovery continues to be disappointing, then the deflation of exports and a long position on commodities will be a big problem for the...
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While Commodities sold off - we made profits // Some relief on the sugar front
As you can see, our YTD performance has clearly picked up, and we’re confident that we'll continue to clearly outperform the CRB Commodity Index.
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Recession fears scare commodities again & World Banks forecasts major drop
In its latest Commodity Markets Outlook report the World Bank said last week that global commodity prices are expected to decline this year at the...
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EM by EM – Copper Comeback?
Could the copper story have another leg to it? In this piece, we will share our perspective combining the macro with the development from the...
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