The Cocoa Saga Continues - Be Careful
Top Commodity Trader is Long Cocoa Pierre Andurand’s hedge fund bet on higher cocoa prices ahead of a massive surge last month, according to a...
180 Views
Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
364 Views
Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
270 Views
CX Daily: How a China-built railway is connecting Ethiopia to the world
BRI / Cover Story: How a China-built railway is connecting Ethiopia to the world In the pre-dawn glow at the Akaki station just outside Addis...
207 Views
What the Baltimore Bride Collapse Means for Commodities
According to data from PIERS, a trade flow analytics tool within S&P Global, Baltimore port held just 4% share of the total trade volumes on the...
402 Views