Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Global Commodities: All systems go for precious metals
Gold prices have been supported by rising interest rates and physical demand, but now investor flow and macro indicators like US real yields are...
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Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
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Central Bank Watch: Key Patterns from Previous Cycles
The FOMC meeting is upon us later today, and that calls for us to publish another short and concise chart-book of asset performances around the...
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The Week at a Glance – Is a 50bps Cut Good if Paired with Economic Weakness?
Good morning from Copenhagen. It’s make-or-break this week with Powell taking the stage on Wednesday to reveal whether the rumors from Nick...
260 Views