Positioning Watch – Metals bets are finally being squared, but retail is piling in
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
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Global Commodities: Gold & Silver—Citius, Altius, Fortius
The Fed is expected to start easing in September, gold and silver could see a boost in a recession, and structural factors and election outcomes...
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Commodity Popcorn Markets // Coffee Bubble About To Burst?
The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...
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Nowhere to Run to Baby, Nowhere to Hide! Part 2
In summary, we expect the unwinding of JPY shorts to continue driving more volatility in markets providing opportunities in certain sectors. The...
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EM Watch: Knock-outing the EM darlings, while inflation is returning in EM space
Welcome to our weekly EM editorial, where we touch upon the most tradeable topics in liquid EM markets and how they interact with main themes in...
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