Investors Flock Back Into Commodity Funds & New Cocoa Narrative
A net €353 million flowed into funds from the Morningstar Broad Basket Commodities category in Europe in April. This was by far the best month for...
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-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
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Surprise Weakness Job Growth Brings Rate Cut Closer
​US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
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Strong US Payroll Will Completely Crush Rate Cut Hopes
Fed maintains fund rates at 5.25%-5.5%, Despite high inflation Chair Powell stated that rate hikes are unlikely, Continued strength in the labour...
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Wheat Breakout & Commodity Positioning Update
Going forward, Energy could face some selling flows from CTAs according to the latest CTA flow update by UBSS. UBS 'Contrarian' trades: bullish...
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