Oil Price Squeeze Continues / But Be Careful
The oil price squeeze continues - as a reminder, we believe the surge only to be driven by macro-volatility therefore we don’t like trading it.
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Oil is NOT rallying on market tightness - it’s rallying on macro risk
This risk premium will disapear eventually - we don’t like to be long a commodity based solely on a in our opinion short term macro risk.
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2026 Commodity Alpha is in Agri not in Metals
Believe it or not but here is a sustained copper inventory overhang at the moment. Credit to Saxo Bank for covering. Ample supply could limit near...
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7% Within a Week - Soybean Price Rally
The north of Mato Grosso received 150-200mm during a few days of last week and more heavy rains are forecasted until the beginning of next week.
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Historic Metals Crash: How we view these massive swings in Gold, Silver and Platinum
At this point of time these massive swings in precious metals are clearly driven by speculants. During the week we had extreme intraday swings.
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