Agricultural Flows Monitor: May 2025 Issue
Wheat: Futures at $4.90/bushel (lowest since mid-2020), reflecting ample global supply and subdued demand. U.S. production is projected to rise by...
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Hedge Funds Pushing into Commodities Markets
Hedge Funds Pushing into Commodities Markets Big trading houses like Glencore, Trafigura, Mercuria or Vitol are benefiting since years now from the...
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Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now
We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...
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Drought & Planting Update
Corn crop looks good but slightly worse than 2024. Spring Wheat is looking okayish, but conditions are worse than during the three previous years
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The Drill – What will world peace mean for markets?
All across the world, people are worried about Donald Trump and the uncertainty he will bring to the global order. For macro investors...
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