Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...
The US natural gas market faces changes with Chesapeake deferring production, leading to lower prices and reduced storage levels by October, while...
289 Views
Energy Watch: Is Nat Gas THE macro case of 2024?
We have been banging the drum on a cyclical rotation due to improving Manufacturing dynamics, and the PMIs released today mostly underpinned our...
428 Views
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
313 Views
Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
390 Views
Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
391 Views