Inflation Surprises as Commodities Rip Higher
Last week’s inflation data surprised market participants on the upside. CPI YoY: 3,2% vs. 3,1% estimate. Core CPI m/m: 0,4% vs 0,3% estimated
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Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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Will Copper Shine Brighter than Gold?
​Copper supply shortage causing refining margins to rise, futures trading higher than cash prices. Gold to copper ratio can be used to express...
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The Cocoa Saga Continues - Be Careful
Top Commodity Trader is Long Cocoa Pierre Andurand’s hedge fund bet on higher cocoa prices ahead of a massive surge last month, according to a...
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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