Energy Cable: Commodities, Freight Rates and Goods Imports Are Rising...
Main take aways: A soft CPI report was just what Commodities needed to take the next leg higherInflation expectations fat tailed Commodities on...
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Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
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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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Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
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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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