Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
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Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
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Energy Cable #55: Red Sea Troubles Leading to Breakout in Oil!
Last week we wrote “For crude oil, the Houthis still let VLCC through the Suez hence crude’s range bound trading between 75-80 USD throughout Jan...
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Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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