Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
476 Views
5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
216 Views
Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
402 Views
Energy Cable #58: MASSIVE bottlenecks and abundances in shipping and energy space
Price benchmarks of Nat Gas among major producers have fallen off a cliff relative to price benchmarks of major net consumers/importers....
305 Views
Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
306 Views