Corn Prices To Fire Up on Rising Energy Costs
Record US harvest leads to ample corn supplies, but upside price risk due to ethanol demand and South American harvest uncertainty.
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Ascending El Niño and Its Impact on Corn Production and Prices
Unpacking the impact on El Nino and La Nina on global grains, production, supply and prices. Interested in making the connection between weather,...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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