The Commodity Report
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In this weeks report, I will evaluate the opportunities and the setup of a popular Soft commodity - Cotton
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La Nina ahead and Oil reaches its peak
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Softs heading lower - BTC and USD higher?
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When everyone talks about it, it's probably time to overthink positioning
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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…
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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…
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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 …
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-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…
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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…
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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…
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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…
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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…
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