Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
The price of NY cocoa futures has surged to almost $5,400 a ton, surpassing the $5,379 peak in place since 1977 ( roughly 46 years ago).
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Topline Flash Note: OGRA Recommended Average 20% Hike in Gas Prices Effective from Jan 01, 2024
As per news reports, Oil and Gas Regulatory Authority (OGRA) has recommended a 20% increase in average gas price to Rs1,590/MMBTU, up from the...
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Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
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Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
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