US Debt Ceiling Raise Tells Us Gold Is Going Up… It Must Be Part Of Every Portfolio
Agreement to raise US debt ceiling is relief to investors, but it is a major signpost of future trouble and rapid acceleration in US debt. US Fed...
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Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
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Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
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Wheat Breakout & Commodity Positioning Update
Going forward, Energy could face some selling flows from CTAs according to the latest CTA flow update by UBSS. UBS 'Contrarian' trades: bullish...
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Chinese Speculative Activity Driving Gold to Record Highs
Despite fading hopes of rate cuts, elevated treasury yields, strikes in India, easing geopolitical tensions, Gold prices continue to set new highs.
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