The Drill: China to the commodity rescue?
Welcome to our weekly editorial on everything Geopolitics and Commodities. Industrial metals (and precious metals) have performed very well this...
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MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...
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Cocoa Prices Disconnected from Reality? // Breakout Time in Oil and FX
We just highlight the technical pattern and add a few words about our current framework and how we view these markets at the moment.
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The Drill – Geopolitical Tensions Are Easing, Not Escalating
Hello everyone, and welcome back to our weekly editorial on geopolitics, commodities, and macro. While there hasn’t been much news on the...
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The Drill – Buy in May and Go Away Might Hold for Commodities This Time Around
Hello everyone, and welcome back to our weekly editorial on geopolitics, energy, and metals. As always, there is plenty to dig into amid tariff...
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