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
260 Views
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...
472 Views
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...
305 Views
What the Baltimore Bride Collapse Means for Commodities
According to data from PIERS, a trade flow analytics tool within S&P Global, Baltimore port held just 4% share of the total trade volumes on the...
490 Views
Ifo Nugget: What reflation in Germany?
Price expectations in services ex. real estate continued its downtrend and we now find ourselves at 2018-19 levels in what is pointing towards...
319 Views