Sitemap - 2024 - The Commodity Report
Investors Are Max Long Stocks & Bearish Commodities
Historic Coffee Price Rally & WASDE Report Recap
Not so Outrageous Commodity Predictions
Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Cold Front in the US dominates Natgas Prices // Chinese Soybean Data and the Fade of its Economy
Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast
END OF AN ERA - KUEMMERLE REPORT ENDS AT THE END OF 2024
Gold Demand Data Indicates More Economic Weakness
The Cattle Cycle - Higher Prices for Longer?
China’s Corn Under Extreme Weather Threat // Bad News Again for Orange Production
Hurricane Milton and Orange Juice Prices // CTA Update
Disaster Averted - But Not Solved
Did China Just Trigger Commodity Markets?
Fund Managers Hate Commodities // EU Deforestation Law Disaster
Coffee Prices Surge Higher - Here is Why
Goldman Changes Views on Commodity Markets // Farmer Income Gets Worse
Yeah - Coffee Basically Comes From 2 Countries
Hedge Funds Pushing into Commodities Markets
Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
Cocoa Demand Destruction Ahead - All Eyes on Fall Harvest
Is China Piling Up Commodities for War or for Trump?
Commodity Popcorn Markets // Coffee Bubble About To Burst?
The Return of La Niña // CTA Positioning Update
It Got Quiet around Platinum and Palladium
ISM vs Commodity Prices // Upcoming Rice Price Explosion?
Key Pattern in Commodity Markets Identified! Agricultural Collapse Ahead?
Fund Managers Reduce Commodities Again
Be Careful Precious Metals Bulls & Tailrisk Secular Inflation
Why China loves Gold & a Beautiful Setup in Bitcoin
The Holy Grail of Commodity Trading // Shipping Rates Explosion
Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
Investors Flock Back Into Commodity Funds & New Cocoa Narrative
-30% // Cocoa Bubble Has Busted & Central Banks Buy Gold
Wheat Breakout & Commodity Positioning Update
Fund Managers Are Long Commodities Again
Inflation Surprises as Commodities Rip Higher
The Cocoa Saga Continues - Be Careful
What the Baltimore Bridge Collapse Means for Commodities
Fund Managers Commodity Positioning // Cocoa’s Historic Run Continues…
Gold and Bitcoin Rallye & CTA Positioning Update
The Aftermath of El Nino Weather // China Re-Confirms 5% GDP Growth Target
Commodity Hedge Fund Positioning & Red Sea Update
Which Commodity Trades "Big Money" currently favors // USDA Outlook 24-25 Highlights
Cocoa Reaches All-Time High - First Time since 1960 // Crack Spreads continue to Diverge
Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Goodbye El Nino - Hello again La Nina // The case for Bitcoin
How Commodities Perform Around First Rate Cut
China’s Role as Commodity Importer & the Problem that Emerges for the Soybean Complex
Commodities Going Into 2024 & Our Biggest Mistakes During 2023