$1,5 bn Agri-ETF-Trade: Big Whale is Positioning for Strong El Nino
With around $1.5bn of inflows till end of May, the WisdomTree Agriculture ETF (the largest pure-play agricultural commodity ETP in Europe) is...
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Navigating the Risk-Off Reversal: Trump's Rate Comments, Iran Negotiations, and the Gold Upside Play
Precious metals as a whole declined from all time highs after last week's selloff. In this insight we connect macro and geopolitical themes with...
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First Screwworm Case Detected in the US - What It Means For Cattle Prices
It has been two weeks since my last newsletter but this week I’m back with an interesting story. Last week the USDA confirmed the first US...
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Blowout NFP Triggers Market Rout: Blip or Regime Change?
Strong NFP report shifts market expectations from Fed cut to hike, causing bond yields to surge and tech stocks to plummet. SpaceX IPO set for...
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The Ceasefire Catalyst: COMEX Positioning, Vault Flows, and the Next Precious Metals Rally
Precious metals seeing risk aversion since start of the Middle East conflict this year. We look for clues as to what's next in negotiations,...
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