Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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China Watch: This is NOT stimulus. It’s a debt swap!
Welcome to the Weekly China Watch, where we examine the Chinese landscape through the lens of Western investors. A month ago, flows into China...
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The Cattle Cycle - Higher Prices for Longer?
Futures Trading is Booming - due to Weather Risks Agricultural futures and options closed Q3 with 10% growth compared to Q3 2023.
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