Inventory Nugget – How Are World Inventories in Metals and Grains Looking?
elcome to another one of our short nuggets, where it’s all about the charts and short conclusions! Today we will briefly dig...
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Positioning Watch: Prepared for a Short Squeeze?
We’re here again on this fine Monday, ready to delve into our take on the market’s current temperature based on the latest Positioning and CFTC data.
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Portfolio Watch: Equities Running Out of Gas?
Front month Nat Gas has been on the move in the US despite relatively weak flow data, which is a strong harbinger of an improving underlying demand...
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The Weekly Market Monitor – Real Rates = Growth Scare?
Defaults are rising, gasoline demand is falling out of bed, and price pressures reside despite spiking energy prices. Is the growth slump finally...
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China Watch – Foreign Direct Investment & Capital Controls
Welcome back to another piece on the ongoing turmoil in China, which seems to have slipped headlines over the last weeks as USDCNY has stabilized...
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