Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
441 Views
Historic Coffee Price Rally & WASDE Report Recap
Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...
243 Views
Not so Outrageous Commodity Predictions
Not so Outrageous Commodity Predictions Saxo Bank published their annual “outrageous predictions” for 2025. I actually found a few theses that I...
340 Views
Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
374 Views
Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast
Particularly we would like to highlight the expected bullish flows in cotton and bearish flows in the flesh markets, which align with some of our...
242 Views