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
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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...
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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...
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Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Fund Manager Positioning In March fund managers added to their energy position but reduced overall commodities like grains, softs and metals on a...
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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...
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