Commodity Hedge Fund Positioning & Red Sea Update
CTA Positioning Update According to UBS’ biweekly CTA momentum study, CTAs bought oil and sold precious metals in size in February.
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Energy Cable #59: More fuel for energy bulls?
Take aways: Another green week for natural gasBullish demand/supply outlook for crudeSeasonality will now be working in favor of crudeIsrael...
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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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Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies
US crude oil inventories are rising faster than gasoline and distillate withdrawals, with refinery utilization rates increasing for the first time...
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Policy Watch – How well is Russia doing?
In a few short weeks, Vladimir Putin will be announced the winner of the Russian Presidential election. As a formality, Russian voters will head...
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