Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast
Particularly we would like to highlight the expected bullish flows in cotton and bearish flows in the flesh markets, which align with some of our...
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Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
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Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Cocoa Demand Destruction Ahead - All Eyes on Fall Harvest
The company explicitly said in an answer at the earnings call that they have logged in almost all prices for 2024, but not for 2025 - due to price...
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Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
Fund Managers are Long Commodities and Hate Real Estate Fund managers positioning in commodities and energy was virtually unchanged compared to...
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