Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
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Positioning Watch – The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
912 Views
Energy Cable: Commodities, Freight Rates and Goods Imports Are Rising...
Main take aways: A soft CPI report was just what Commodities needed to take the next leg higherInflation expectations fat tailed Commodities on...
448 Views
Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
224 Views
-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
-30% // Cocoa Bubble Has Busted Just two weeks ago, the most-active contract hit a record of almost $12,000 a ton as the industry grappled with the...
427 Views