Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
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Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
369 Views
China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
357 Views
Five Key Takeaways in Five Charts from 26th GlobOil 2023 Conference in India
Edible oil markets form the backbone of many agri markets and have an outsized impact on food inflation. Emergence of biofuels transforms the...
305 Views