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...
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Ifo Nugget: What reflation in Germany?
Price expectations in services ex. real estate continued its downtrend and we now find ourselves at 2018-19 levels in what is pointing towards...
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Energy Cable #62: Biden is selling crude straddles, while something is cooking in China
Last week we took healthy profits in some of our global reflation bets. We got out of silver and copper, but remain in the broad materials ETF.
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Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Fund Manager Positioning In March fund managers added to their energy position but reduced overall commodities like grains, softs and metals on a...
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Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
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