Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
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Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
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Energy Cable: A new supply side crisis brewing in Nat Gas space?
The natural gas trade has started to move in recent weeks as the supply side looks constrained again. While the current situation doesn’t exactly...
235 Views
This Is How Fund Managers Can Close Their Research Gap in Agricultural Commodities
Expectations of an "above-normal" monsoon in 2024 currently help to keep prices for commodities that are in large parts grown in India under control.
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