Great Game – Why Gaza Ceasefire is Coming Within 2 Weeks
Welcome to this week’s Great Game, where we cover the geopolitical topics of the hour. We’re gradually changing the format of the Great Game...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
The price of NY cocoa futures has surged to almost $5,400 a ton, surpassing the $5,379 peak in place since 1977 ( roughly 46 years ago).
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
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Suez Watch: Euro demand cannot cope with these prices!
Takeaways: Early weakness in European shipping demand, while US demand remains strong The freight rate story is more likely to impact USD-flation...
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