Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
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Historic Coffee Price Rally & WASDE Report Recap
Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...
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Not so Outrageous Commodity Predictions
Not so Outrageous Commodity Predictions Saxo Bank published their annual “outrageous predictions” for 2025. I actually found a few theses that I...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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Positioning Watch – Markets have NOT been Ready for Growth to Weaken in the US
Happy Thursday, and welcome to our weekly positioning watch, brought to you just before the crucial NFP report tomorrow. From what we see across...
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