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...
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Agri-Exposure remains too low in portfolios
In its recent Investment Strategy Insights publication, UBS makes the case for expanding commodity exposure beyond traditional safe-haven assets...
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3 Hard Truths About ENSO Forecast
The IRI/CCSR prediction plume goes out every month and travels far — onto commodity desks, into insurance notes, through agricultural outlooks.
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Silver: Industrial Thrifting Is Diluting the Solar Bull Case
Persistent silver deficits remain supportive, but adaptive industrial demand and stronger recycling increasingly make liquidity tightening and...
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Ags did something they did last time in 2009
Cocoa's ONI momentum signal, Corn Belt heat, the live Texas-Xinjiang cotton stress, and an Indian monsoon tracking the textbook strong-El-Nino...
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