Another Textbook Buy the Rumor Sell the Fact Trade Incoming?
Conditions in the Energy Industry Continue To Worsen The quarterly Dallas Fed Energy Survey highlighted that business uncertainty is worsening again.
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Southeast Asia Plantations: U.S. Midwest Drought, the El Niño Bull Run Appetizer?
The USDA surprised with a 5% lower planted soybean area in 2023, while risk to yields from drought remains elevated. Supply risk to edible oils is...
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Fund Managers Reduce Commodities Again
Fund managers recently reduced their broad commodity position as well as energy position, compared to last month, according to the latest BofA survey.
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-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
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Wheat Breakout & Commodity Positioning Update
Going forward, Energy could face some selling flows from CTAs according to the latest CTA flow update by UBSS. UBS 'Contrarian' trades: bullish...
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