Oil Rig Uptick Boosts US Total Rig Count
As of the week ending 26/Jul, the US total rig count rose by 3, closing the month with an 8-rig increase. This marks the first monthly rise since...
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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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Scandi Watch: Norges Bank -> A hawk flying among doves?
The Norwegian rates case is always interesting when we see significant moves in NOK, foreign rates, and energy prices. Norges Bank is in contrast...
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[ETP 30/2024] Oil Reels Under Macroeconomic Headwinds; Nat-Gas Sheds Gains to Oversupply Concerns
US crude inventories continue to decline, while gasoline stocks see largest drop since March. US natural gas inventories up YoY, TotalEnergies' Q2...
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The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
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