Commodity Market Movers Report - Portfolio Update 31.05.2026
How we’re positioned and what we’re looking out for.
What we did during the week:
We closed out of our long sugar position as our stop loss for this trade was hit. Remain on the watch for re-entry opportunities as sugar is still in a quiet bull regime and typically a strong El Nino play.
Current active portfolio:
Other opinions…
Grains are now stretched from a positioning standpoint – we monitor the markets c…