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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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Bumper Brazil Harvest To Depress Near-Term Sugar Price Despite Indian Export & Blending Restrictions
Bumper Brazilian sugar harvest will more than offset shortage from India and Thailand keeping prices supressed. With rising El Niño, how long can...
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Positioning Watch: Prepared for a Short Squeeze?
We’re here again on this fine Monday, ready to delve into our take on the market’s current temperature based on the latest Positioning and CFTC data.
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Positioning Watch: Who Blinks First?
TLT inflows have been consistently positive for several months, indicating a strong trend. However, early investors find themselves in under...
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