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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The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
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Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
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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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