The Energy Cable #34 – Double Top… Now What?
Are we starting to see the early signs of a 2022 dynamic in LNG? The below chart describes the scenario we saw late summer last...
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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
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China Asset Watch: Keys for Xi to Getting the Economy and Equities Back Going
Xi kickstarting listed sectors in China using different policy tools will impact foreign markets. Biden looks like the winner in our four scenarios...
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Cocoa Market Started Collapsing // Soybean Spreads crash down
Cocoa Market Started Collapsing Run-ups in commodity markets tend to be slow but steady but meltdowns on the other hand fast and sharp
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Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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