Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
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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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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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Portfolio Watch: Sitting on our hands
Welcome to our weekly Portfolio Watch. We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent...
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Scandi Watch: Assessing the path for SEK and NOK rates
Welcome to a short and sweet Scandi special. After years of working at the biggest bank in the Nordics, I have developed a strong understanding of...
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