Energy Watch: Is Nat Gas THE macro case of 2024?
We have been banging the drum on a cyclical rotation due to improving Manufacturing dynamics, and the PMIs released today mostly underpinned our...
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5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
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Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
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Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
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Energy Cable: All the upside left in Henry Hub
Greetings from a rainy and cold Copenhagen. Since we haven’t talked about natural gas for a while we will start out here before turning to...
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