In this weeks report, I will evaluate the opportunities and the setup of a popular Soft commodity - Cotton
La Nina ahead and Oil reaches its peak
Softs heading lower - BTC and USD higher?
When everyone talks about it, it's probably time to overthink positioning
We saw another huge week for commodities. Only Industrial Metals showed some weakness amidst the fear of a slowing economy and higher inflation, also c…
Overall it was another solid week for commodities. Realyields were getting less negative and are the stress factor for Precious Metals but also other c…
Overall it was a solid week for commodities. But one big loser were precious- and industrial metals. Driven by lower inflation expectations as well as …
-The Newsletter publishing time is getting changed to Monday 06:00 (CEST) German time- Overall it was a bad week for commodity prices. The Energy secto…
The Energy sector was, once again, the best performing sector over the last trading week. NatGas is still surging like there is now to tomorrow, also b…
The past trading week was a green week for as good as all commodities. The main driver was the correction in the USD and more negative Realyield expect…
Last week was risk-off time and you definitely saw it in the weekly performance. Moreover, the US Dollar seems to be the king of currencies again, beca…
Extreme weather is good for Coffee, Sugar and Cocoa. Precious Metals currently show a good risk to reward ratio. The US Dollar looks tricky, but when i…