Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
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Here is what we told hedge funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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[ETP 2024/51] Fed’s Hawkish Tone Drags WTI Prices, Henry Hub Soars on Rising LNG Exports
​US crude inventories fell, but gasoline stocks rose and natural gas inventories beat expectations. Major analysts lowered PTs on Exxon, SLB,...
440 Views
The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing
Happy Tuesday, and welcome back to our weekly commodity editorial, where we keep you updated each and every week on what’s going on in the world...
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EQD | Crude Oil Hitting a Wall Before $73 - Eyeing $67 on the Pullback
​Crude Oil has been forming a flat bottom since October. The front-month future is range bound between 71 and 66, our models see a strong barrier...
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