Commodity Watch – A rebound in the most cyclical asset class?
Welcome to the final series of our “Business Cycle Week”, where we cover how a possible rebound in manufacturing might affect asset markets, and...
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The Energy Cable #29 – A weak USD paving the way for commodities?
Welcome to your weekly maverick energy newsletter from both sides of the pond. Stars are starting to align for energy as i) the business cycle...
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How Much Do Commodity Prices Rise when Fertilizer Prices Rise?
Global crop production growth will mainly be driven by continued progress in plant breeding and a transition to more intensive production systems.
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Positioning Watch – Preparing for (dis)inflation?
Welcome back to the weekly Positioning Watch, where we crunch through the positioning data and point out the biggest positioning trends in global...
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The Energy Cable #28 Is There Life in Energy After All? - Watch Series
Rates are moving on the back of strong numbers in the labor market, but energy is not finding a bid... yet? This week we wonder if there is life...
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