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...
276 Views
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...
180 Views
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...
165 Views
Energy Watch: Is Nat Gas THE macro case of 2024?
We have been banging the drum on a cyclical rotation due to improving Manufacturing dynamics, and the PMIs released today mostly underpinned our...
355 Views
Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
236 Views