The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
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Steno Signals #179: A handful of trades for 2025
Happy Sunday, and welcome to our weekly editorial on all things macro markets. In full transparency, we’ve been a few weeks early on our bet for...
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What China’s trajectory mean for commodities (Huw McKay)
Hugh Mackay discusses the impact of commodities on the economy, particularly in relation to China's recent stimulus package and challenges with...
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The Drill: Will China move commodity markets?
The Chinese markets have warmly welcomed this morning’s news that the People’s Bank of China (PBOC) plans to introduce significant stimulus...
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Energy Cable: China is killing the commodity super cycle
Take aways: Low margins and high stock levels mean that China will export its excess metal capacityOther commodities like crude and its...
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