Food Prices Went Up Again in 2024 // Neutral Sentiment in Oil & Gas Industry
The index stood 8.0 points (6.7%) above its corresponding level one year ago, yet remained 33.2 points (20.7%) below the peak reached in March 2022.
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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...
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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...
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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...
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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,...
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