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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Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Be Careful Precious Metals Bulls Another friendly reminder that positioning in copper remains super speculative bullish - aka, there is much room...
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Why China loves Gold & a Beautiful Setup in Bitcoin
Unpredictable Corn Supply from South America The grain supply from South America, especially corn, is among the most unpredictable globally.
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This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
Expectations of an "above-normal" monsoon in 2024 currently help to keep prices for commodities that are in large parts grown in India under control.
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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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