The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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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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