Policy Watch – How well is Russia doing?
In a few short weeks, Vladimir Putin will be announced the winner of the Russian Presidential election. As a formality, Russian voters will head...
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5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
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MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?
What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...
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