China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production
China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.
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Positioning Watch – Markets Still Favoring West Over East
Hello everyone, and welcome back to our positioning update. The big theme in markets currently is how markets are responding, positioning-wise, to...
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Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
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Positioning Watch: Hedge Funds Caught in the China Storm, While Retail Investors Keep Piling In
Hello everyone, and welcome back to our weekly positioning watch. What a week it has been in global macro once again, with Chinese equities...
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Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
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