Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
370 Views
Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
367 Views
Soft commodities dominate 2023 - US orange crop falls to 86-year low
USDA on Tuesday pegged the 2022-2023 U.S. orange crop at 62.25 million boxes (2.57 million tonnes), an 86-year low and down 23% on the year.
268 Views
Overview # 28 – Capital Flows into Hard Assets Continue
A review of recent events/data impacting our investment themes and outlook. We look at the continued move up in inflation beneficiaries
199 Views
The Egg-Price-Bubble Has Busted!
The price of a dozen eggs in the US has crashed from $8 to $2,5 within five months - highlighting extraordinary volatility in the egg market.
216 Views