Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
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Oil is NOT rallying on market tightness - it’s rallying on macro risk
This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
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Overview #51 — Rates Roll Over, Cyclicals Take Control
A review of recent events/data impacting our investment themes and outlook. We look at the move down in bond yields and impact on our favourite...
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7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
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Global Commodities: A week of commodity whiplash
Precious metals like gold and silver are experiencing volatility, with gold undergoing a healthy correction and a structural bullish story, while...
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