China Watch: No more stimulus until the USD allows for it
It’s been almost a month since sentiment around China showed signs of life, spurred by attempts from the PBoC and the Finance Ministry to revive...
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Positioning Watch – USD rates are suddenly under the loop again
Hello everyone, and welcome back to our weekly positioning update. We are on rates and JPY watch this week with bonds selling off across the curve...
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China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production
China’s Corn Under Extreme Weather Threat China's corn production is currently under pressure due to extreme weather events in the country.
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Positioning Watch – Markets Still Favoring West Over East
Hello everyone, and welcome back to our positioning update. The big theme in markets currently is how markets are responding, positioning-wise, to...
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Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
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