Positioning Watch – Metals bets are finally being squared, but retail is piling in
Markets remain focused on 2-3 rate cuts from the Fed, growth not rolling over fully, and inflation continuing its downward trajectory. There seems...
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Global Commodities: Gold & Silver—Citius, Altius, Fortius
The Fed is expected to start easing in September, gold and silver could see a boost in a recession, and structural factors and election outcomes...
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Commodity Popcorn Markets // Coffee Bubble About To Burst?
The technical part of Kucrop Analytics institutional commodity research arm is heavily influenced by Peter Brands Research, as well as Larry...
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Steno Signals #110: Run for the hills? Not so fast..
Happy Sunday from Copenhagen!My apologies for the slightly later release of the Steno Signals Sunday editorial. We are in the process of moving,...
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Nowhere to Run to Baby, Nowhere to Hide! Part 2
In summary, we expect the unwinding of JPY shorts to continue driving more volatility in markets providing opportunities in certain sectors. The...
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