Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
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Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
797 Views
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...
309 Views
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...
256 Views