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...
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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...
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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...
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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...
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Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
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