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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Steno Signals #120 – Liquidity and rate cuts are incoming in an already OK economy
Just a few hours after the release of a much stronger-than-expected jobs report, Goolsbee of the FOMC highlighted the risk of undershooting...
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Positioning Watch – NFP could really shuffle USD markets given current positioning
Hello everyone, and welcome back to our weekly positioning watch. The moves from last week continue with China still being super bid going into...
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