Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
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Portfolio Watch: Sitting on our hands
Welcome to our weekly Portfolio Watch. We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent...
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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