Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
371 Views
The Energy Cable #36 – Will We Finally See Chinese Demand with the New Stimulus?
In this edition of your maverick energy/commodity newsletter from both sides of the pond, we discuss whether the Chinese stimulus will finally see...
375 Views
Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
424 Views
Cocoa Market Started Collapsing // Soybean Spreads crash down
Cocoa Market Started Collapsing Run-ups in commodity markets tend to be slow but steady but meltdowns on the other hand fast and sharp
325 Views
Commodity Watch: Alternatives to Betting Directly on the Curve
With MOVE and 10 year yield 3m rolling correlation back to its 2022 levels, is it time for a cocktail of a rates volatility wrecking ball ala...
264 Views