Commodity Hedge Fund Positioning & Red Sea Update
CTA Positioning Update According to UBS’ biweekly CTA momentum study, CTAs bought oil and sold precious metals in size in February.
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Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
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Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
In his presentation Thursday morning at the Agricultural Outlook Forum USDA Chief Economist Seth Meyer said input prices are not falling with...
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Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
The price of NY cocoa futures has surged to almost $5,400 a ton, surpassing the $5,379 peak in place since 1977 ( roughly 46 years ago).
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[Counting Beans #7] Collapse in Crush Margins Yet Another Blow for Soybean
​Depressed soybean crush margin another blow for soybean demand, while soy meal and soy oil have a better outlook. Important production updates...
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