Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
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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.
216 Views
Global Liquidity And The US Fed Pivot
What are the prospects for Global Liquidity in 2024? We expect Global Liquidity to expand by a further US$12-15 trillion, following last year’s...
1.3k Views
Positioning Watch – Risk aversion is back?
The latter half of 2023 was all about the soft (perfect) landing narrative, which made markets party like there was no tomorrow. It almost looked...
266 Views
China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
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