Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
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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...
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Trump Wins - Do Farmers Lose?
Trump Wins - Do Farmers Lose? Trump won another presidency. In a landslide win, the Republicans secured even both houses - the White House and the...
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Hedging Bullish Silver Risk During Volatile Week
An eventful week for silver with market volatility from the US election, FOMC meeting, and China’s parliament meeting. A bullish long-term outlook...
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Election Watch: 4 Things to look out for on Tuesday
Everybody and their mothers are waiting for the election now. It’s driving investment decisions, markets, rates etc. – so let’s dig a little...
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