bullish

Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet

106 Views18 Aug 2026 07:51
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SUMMARY
  • Everyone is talking El Nino, but the textbook regional fingerprints in North and South America are nowhere to be found.
  • That is not the thesis breaking down - it is the calendar. The Indian monsoon shows why.
  • El Nino is everywhere in commodity conversation right now, and our own data points to this cycle running strong.
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  • Where Are the Classic El Nino Signatures? Right on Schedule - Just Not Here Yet
    18 Aug 2026
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