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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Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies
​US crude oil inventories are rising faster than gasoline and distillate withdrawals, with refinery utilization rates increasing for the first time...
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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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The Weekly Market Monitor – Another Banking Crisis? Not if Powell Has Anything to Say About It!
I explain why the odds of a systemic banking crisis are limited, yet not zero. But like the soft landing, the Federal Reserve will cut rates...
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