El Nino is Coming! - What it Means for Commodity Prices in 2026
A strong El Niño is forming in the Pacific, with over 90% probability for the rest of 2026. Here is a plain-English look at what is happening,...
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Q1 Portfolio Update - we don't even noticed the macro volatility
Our L/S commodity strategy has had a strong start to the year – despite significant geopolitical turbulence.In the first quarter, we delivered a...
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How high gold prices are fueling a chocolate shortage
Investors driving up the price of gold in Ghana is leading to negative consequences such as environmental destruction, impacts on cocoa production,...
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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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Cocoa Market is Shifting // Brazilian Soybean Domination
Analysts say the retreat reflects a drop-off in consumer demand as a result of the higher prices, as well as expectations of a better crop...
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