Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?
Happy Sunday from Copenhagen, if I am allowed to say that after a horrendous week in markets. Markets are heading into a tense week as the...
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The Drill: The Commodity Doom-Loop into Liberation Day
President Trump very clearly lost his patience over the weekend and sharpened his rhetoric against Putin sharply (Iran too – more on that...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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The Drill: China to the commodity rescue?
Welcome to our weekly editorial on everything Geopolitics and Commodities. Industrial metals (and precious metals) have performed very well this...
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Major Cotton Reversal Trade / Potential Investment Case
A worsening economic outlook provided major headwinds to the price of cotton during the past few couple of months. Overall, the market has...
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