Hurricane Milton and Orange Juice Prices // CTA Update
Contrarian' trades: bullish Energy, Cattle Feeder, Lme Lead and Lme Nickel, bearish Coffee, Cocoa, Platinum and Palladium
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Disaster Averted - But Not Solved
Disaster Averted - But Not Solved The European Commission has proposed to delay the Deforestation free products regulation (EU DR) by 12 months.
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Did China Just Trigger Commodity Markets?
Did China Just Trigger Commodity Markets? China’s central bank last week announced a new stimulus package to the economy to curb the growth decline...
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Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
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