China Watch: MAJOR breakouts in several commodities. Is China buying again?
Take aways: Low vol in commodities leading to no directional bets Chinese smelters cut striking fear in the marketChinese copper stock levels...
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Slow Crude Inventory Build Keeps Oil Prices Well Supported
​US crude oil inventory build-up slows as refined products' withdrawal accelerates, OPEC+ extends supply cut, US refinery utilization rates on the...
362 Views
Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
332 Views
Energy Cable #60: Copper getting some help from China?
Take aways: Chinese deflation and high USD rates really putting a damper on copper; Interesting divergence in the USD and crude oil; Russia not...
474 Views
The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
China set a growth target of “around 5%” for 2024, according to the “Government Work Report” released Tuesday as part of the opening of the...
332 Views