Gold Demand Data Indicates More Economic Weakness
Gold Demand Data Indicates More Economic Weakness Gold demand for technology purposes is still up but the pace continues to decline for the second...
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Positioning Watch – How Is Positioning Looking Ahead of the Election?
Hello everyone, and welcome back to our weekly positioning update. The center of attention currently is the ongoing rise in both US and UK yields,...
428 Views
China Watch: This is NOT stimulus. It’s a debt swap!
Welcome to the Weekly China Watch, where we examine the Chinese landscape through the lens of Western investors. A month ago, flows into China...
822 Views
The Cattle Cycle - Higher Prices for Longer?
Futures Trading is Booming - due to Weather Risks Agricultural futures and options closed Q3 with 10% growth compared to Q3 2023.
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China Watch: No more stimulus until the USD allows for it
It’s been almost a month since sentiment around China showed signs of life, spurred by attempts from the PBoC and the Finance Ministry to revive...
630 Views