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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5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth
Welcome back to another ‘5 Things We Watch’, where we cover some of the things we look at in the current macro landscape. This week will be all...
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Great Game – Why Biden goes soft on Iran
Welcome to this week’s Great Game! This week we attempt to add some nuance and layers to the understanding of the US-Iran conflict while adding my...
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