Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
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Energy Cable #62: Biden is selling crude straddles, while something is cooking in China
Last week we took healthy profits in some of our global reflation bets. We got out of silver and copper, but remain in the broad materials ETF.
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Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Fund Manager Positioning In March fund managers added to their energy position but reduced overall commodities like grains, softs and metals on a...
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5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
This week we are looking at the BoJ hiking rates for the first time since 2007 and its effects on the Japanese economy. Afterwards we will have a...
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Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
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