Energy Cable: Crude Oil Above 80.. It Was Fun While It Lasted
It seems like all it took was one bulletin from Al-Jazeera about a potential ceasefire between Hamas and Israel for crude oil to lose all its...
217 Views
Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
199 Views
Portfolio Watch: Riding a Rollercoaster
Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...
355 Views
Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
344 Views
The Great Game – Iran-USA War?
Things are heating up in the Middle East with Israel still carrying out offensive operations in Gaza, the Houthis still threatening international...
195 Views