Fund Managers Are Long Commodities Again
Fund Managers Are Long Commodities Again Be careful if you’re heavily long commodities at the moment. The Bank of America survey usually always...
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The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
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Gold and Bitcoin Rallye & CTA Positioning Update
Gold and Bitcoin prices both remain massively supported by easing financial conditions and a bunch of liquidity in the market. While the Fed Funds...
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The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
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Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
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