Investors Flock Back Into Commodity Funds & New Cocoa Narrative
A net €353 million flowed into funds from the Morningstar Broad Basket Commodities category in Europe in April. This was by far the best month for...
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-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
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Surprise Weakness Job Growth Brings Rate Cut Closer
US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
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Strong US Payroll Will Completely Crush Rate Cut Hopes
Fed maintains fund rates at 5.25%-5.5%, Despite high inflation Chair Powell stated that rate hikes are unlikely, Continued strength in the labour...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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