Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

Commodities

<ul><li>Cold Front in the US dominates Natgas Prices During next week another cold front will arrive in the upper part of the US.</li><li>The temperature anomaly is quite negative - accordingly, natgas prices are currently on the rise.</li><li>As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the market.</li></ul>

Cold Front in the US dominates Natgas Prices During next week another cold front will arrive in the upper part of the US.The temperature anomaly is quite negative - accordingly, natgas prices are currently on the rise.As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the market.

Cold Front in the US Dominates Natgas Prices // Chinese Soybean Data and the Fade of Its Economy

<ul><li>Latest CTA-Flow Forecast CTA positioning and UBS' flow model indicate slightly bullish momentum for some agriculture commodities as well as energy and on the flip side bearish momentum for precious metals and industrial metals.</li><li>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 market setups.</li><li>“In currencies, the US dollar gained renewed momentum from Trump’s win, with the 1.7% rise in the DXY index on 6 November the largest one-day advance in two years.</li></ul>

Latest CTA-Flow Forecast CTA positioning and UBS' flow model indicate slightly bullish momentum for some agriculture commodities as well as energy and on the flip side bearish momentum for precious metals and industrial metals.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 market setups.“In currencies, the US dollar gained renewed momentum from Trump’s win, with the 1.7% rise in the DXY index on 6 November the largest one-day advance in two years.

Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast

<ul><li>Trump Wins - Do Farmers Lose? Trump won another presidency.</li><li>In a landslide win, the Republicans secured even both houses - the White House and the Senate.</li><li>I won’t go in details about what that result means for my beloved Americans and whether it’s good or bad.</li></ul>

Trump Wins - Do Farmers Lose? Trump won another presidency.In a landslide win, the Republicans secured even both houses - the White House and the Senate.I won’t go in details about what that result means for my beloved Americans and whether it’s good or bad.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Gold benefitted from the run-up to the election, but took a hit after the results</li><li>Base metals, particularly copper, saw volatility post-election due to tariff concerns</li><li>Aluminum may outperform due to tight fundamentals and cost pressure, mitigating potential downside from CNY weakening.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Gold benefitted from the run-up to the election, but took a hit after the resultsBase metals, particularly copper, saw volatility post-election due to tariff concernsAluminum may outperform due to tight fundamentals and cost pressure, mitigating potential downside from CNY weakening.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: What’s Next for Metals After a Trump Election Victory?

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space.</li><li>Buying U.S.-based equities in spread to, for example, Germany and China has yielded significant profits for us.</li><li>The unrest in both China and Germany makes Trump’s victory particularly ill-timed for those markets in several ways.</li></ul>

Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space.Buying U.S.-based equities in spread to, for example, Germany and China has yielded significant profits for us.The unrest in both China and Germany makes Trump’s victory particularly ill-timed for those markets in several ways.

China/Germany Flash Watch: How will China navigate the Trump victory?

United States

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

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Copper (COPPER COMDTY)

Cold Front in the US Dominates Natgas Prices // Chinese Soybean Data and the Fade of Its Economy

As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the...

The Commodity Report

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...

The Commodity Report

Trump Wins - Do Farmers Lose?

Trump Wins - Do Farmers Lose? Trump won another presidency. In a landslide win, the Republicans secured even both houses - the White House and the...

The Commodity Report

Global Commodities: What’s Next for Metals After a Trump Election Victory?

Summary: Gold saw fluctuations leading up to and post-election, while base metals faced volatility due to tariffs and Chinese stimulus concerns,...

At Any Rate

China/Germany Flash Watch: How will China navigate the Trump victory?

Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread...

Steno Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)