Commodity Market Movers Report - Portfolio Update 19.07.2026

How we’re positioned and what we’re looking out for.

What we did during the week:

• As of this week we started to implement our quant only model as the baseline for our strategy. On top of that the portfolio receives our discretionary ideas that you usually know from us. This is the entire portfolio that we advise for our institutional clients. With this now also incorporated into the report you now receive …