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December 2023 - Macro Commodity Outlook
Our commodity-related macro framework for the month - All the macro fundamentals that investors with commodity exposure need to know
Dec 5
•
Lukas Kuemmerle
6
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December 2023 - Macro Commodity Outlook
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Brazil joins OPEC+
The Commodity Report #132
Dec 4
•
Lukas Kuemmerle
6
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Brazil joins OPEC+
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The Kuemmerle Report
03.12.2023 // weekly commodity market outlook, stories and trading updates
Dec 3
•
Lukas Kuemmerle
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The Kuemmerle Report
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November 2023
Drought Pain in South America Eases // OPEC+ Meets
The Commodity Report #131
Nov 27
•
Lukas Kuemmerle
9
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Drought Pain in South America Eases // OPEC+ Meets
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The Kuemmerle Report
26.11.2023 // weekly commodity market outlook, stories and trading updates
Nov 26
•
Lukas Kuemmerle
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J.P. Morgan Turns Bullish Again on Energy - BUT WHY?
The Commodity Report #130
Nov 20
•
Lukas Kuemmerle
8
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J.P. Morgan Turns Bullish Again on Energy - BUT WHY?
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The Kuemmerle Report
19.11.2023 // weekly commodity market outlook, stories and trading updates
Nov 19
•
Lukas Kuemmerle
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The Kuemmerle Report
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Why we don’t trade commodities via ETFs // Gold may be “overvalued” at its current price
The Commodity Report #129
Nov 13
•
Lukas Kuemmerle
13
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Why we don’t trade commodities via ETFs // Gold may be “overvalued” at its current price
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The Kuemmerle Report
12.11.2023 // weekly commodity market outlook, stories and trading updates
Nov 12
•
Lukas Kuemmerle
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The Kuemmerle Report
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Orange Juice Squeeze at Crossroads // Gold Demand in Q3 Remained Weak
The Commodity Report #128
Nov 6
•
Lukas Kuemmerle
8
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Orange Juice Squeeze at Crossroads // Gold Demand in Q3 Remained Weak
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The Kuemmerle Report
05.11.2023 // weekly commodity market outlook, stories and trading updates
Nov 5
•
Lukas Kuemmerle
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November 2023 - Macro Commodity Outlook
Our commodity-related macro framework for the month - All the macro fundamentals that investors with commodity exposure need to know
Nov 1
•
Lukas Kuemmerle
5
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November 2023 - Macro Commodity Outlook
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